Kelli Ann Cullinane
Managing Member, Cco, And CfoNext Legacy Management, LLCCRD 6027176
About Kelli Ann Cullinane
Kelli Ann Cullinane is listed as Managing Member, Cco, And Cfo at Next Legacy Management, LLC in Portola Valley, CA. Form ADV reports a beneficial ownership band of 25-50%. Kelli Ann Cullinane is associated with 2 registered advisers.
Reported ownership
Owns 25-50% of Next Legacy Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kelli Ann Cullinane work?
Kelli Ann Cullinane is listed as Managing Member, Cco, And Cfo at Next Legacy Management, LLC on SEC Form ADV.
How much of Next Legacy Management, LLC does Kelli Ann Cullinane own?
Form ADV reports a beneficial ownership band of 25-50%.
Next Legacy Management, LLC
| Title | Managing Member, Cco, And Cfo |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2012 |
Next Legacy Management, LLC
| Title | Trustee Of The Cullinane Family Trust Dated March 15, 2019 |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2012 |