Sori Farsheed
Director/Board Member at Bluerock High Income Institutional Credit Fund
Net worth: 11 033 $ as of 2024-06-29
Profile
Sori Farsheed is an Independent Trustee at Bluerock High Income Institutional Credit Fund, where he started in 2022 and currently holds the position.
Prior to this, he was the Managing Director & Head-Distribution at iCap Equity LLC from 2022 to 2023.
He was also the Head of Relationship Management at Bluerock Capital Markets LLC from 2012 to 2018 and the Head-Business Development at AXIO Financial LLC from 2018 to 2019.
Additionally, he served as the Executive Director-Strategic Partnerships at the Institute For Portfolio Alternatives in 2020.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
Bluerock High Income Institutional Credit Fund
Bluerock High Income Institutional Credit Fund Investment Trusts/Mutual FundsMiscellaneous Bluerock High Income Institutional Credit Fund is a closed-end investment fund, which engages in investment activities. Its investment objective is to generate income, while secondarily seeking long-term risk-adjusted returns to the broader markets. The company was founded on August 19, 2021 and is headquartered in New York, NY. inf% | 2024-06-29 | 463 ( inf% ) | 11 033 $ | 2024-06-29 |
Sori Farsheed active positions
Companies | Position | Start |
---|---|---|
Bluerock High Income Institutional Credit Fund
Bluerock High Income Institutional Credit Fund Investment Trusts/Mutual FundsMiscellaneous Bluerock High Income Institutional Credit Fund is a closed-end investment fund, which engages in investment activities. Its investment objective is to generate income, while secondarily seeking long-term risk-adjusted returns to the broader markets. The company was founded on August 19, 2021 and is headquartered in New York, NY. | Director/Board Member | 2022-04-30 |
Former positions of Sori Farsheed
Companies | Position | End |
---|---|---|
iCap Equity LLC
iCap Equity LLC Real Estate Investment TrustsFinance iCap Equity LLC operates as a real estate investment firm. It offers investors fixed income funds with liquidity options backed by pacific northwest real estate. The company was founded by Chris Christensen in 2011 and is headquartered in Bellevue, WA. | Corporate Officer/Principal | 2023-04-30 |
Institute For Portfolio Alternatives | Corporate Officer/Principal | 2020-10-31 |
AXIO Financial LLC
AXIO Financial LLC Financial ConglomeratesFinance Part of iCapital, Inc., iCapital Markets LLC is a company that provides customized value-added services throughout the full structured note lifecycle. The company is based in New York, NY. The company specializes in providing calendar and custom structured notes optimized for today's low yield environment, empowering RIAs in their efforts to maximize client portfolio return and diversification. Founded in 2010, iCapital Markets combines traditional, in-person support practices with technology to drive increased outreach, product education, and awareness. The CEO of the company is Peter Horacek. iCapital Markets was acquired by iCapital Alternative Investments LLC on December 31, 2021. | Corporate Officer/Principal | 2019-07-31 |
Bluerock Capital Markets LLC
Bluerock Capital Markets LLC Investment ManagersFinance Part of Br Capital Markets LLC, Bluerock Capital Markets LLC is a leading institutional alternative asset manager. The company is based in New York, NY. The company offers a complementary suite of public and private investment programs. The company was founded in 2010. Jeffrey Scott Schwaber has been the CEO of the company since 2016. | Corporate Officer/Principal | 2018-01-31 |
Experiences
Positions held
Connections
1st degree connections
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Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Bluerock High Income Institutional Credit Fund
Bluerock High Income Institutional Credit Fund Investment Trusts/Mutual FundsMiscellaneous Bluerock High Income Institutional Credit Fund is a closed-end investment fund, which engages in investment activities. Its investment objective is to generate income, while secondarily seeking long-term risk-adjusted returns to the broader markets. The company was founded on August 19, 2021 and is headquartered in New York, NY. | Miscellaneous |
iCap Equity LLC
iCap Equity LLC Real Estate Investment TrustsFinance iCap Equity LLC operates as a real estate investment firm. It offers investors fixed income funds with liquidity options backed by pacific northwest real estate. The company was founded by Chris Christensen in 2011 and is headquartered in Bellevue, WA. | Finance |
Institute For Portfolio Alternatives | |
AXIO Financial LLC
AXIO Financial LLC Financial ConglomeratesFinance Part of iCapital, Inc., iCapital Markets LLC is a company that provides customized value-added services throughout the full structured note lifecycle. The company is based in New York, NY. The company specializes in providing calendar and custom structured notes optimized for today's low yield environment, empowering RIAs in their efforts to maximize client portfolio return and diversification. Founded in 2010, iCapital Markets combines traditional, in-person support practices with technology to drive increased outreach, product education, and awareness. The CEO of the company is Peter Horacek. iCapital Markets was acquired by iCapital Alternative Investments LLC on December 31, 2021. | Finance |
Bluerock Capital Markets LLC
Bluerock Capital Markets LLC Investment ManagersFinance Part of Br Capital Markets LLC, Bluerock Capital Markets LLC is a leading institutional alternative asset manager. The company is based in New York, NY. The company offers a complementary suite of public and private investment programs. The company was founded in 2010. Jeffrey Scott Schwaber has been the CEO of the company since 2016. | Finance |
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