Owner · Inscription Family Office, LLC
Marc P. Oster
CRD 1528627 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Inscription Family Office, LLC, an SEC-registered asset manager based in Houston, TX with $0 in regulatory assets, lists Marc P. Oster on its Form ADV as Owner, a control person. The SEC filings also name Marc at 1 other registered adviser.
Firms and roles
- Inscription Family Office, LLCOwnerAsset manager · Houston, TX · $0M in regulatory assets
- Inscription Capital, LLCPrincipalWealth manager · Houston, TX · $2.0B in regulatory assets
AtlasMembers
Marc’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Alvaro TrullenqueManaging Member & Chief Compliance Officer, Inscription Family Office, LLC
- Brian J. BovaCeo/principal, Inscription Capital, LLC
- David L Eustis Jr.Principal, Inscription Capital, LLC
- Sheryl S. KotzenChief Compliance Officer, Inscription Capital, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marc’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.