0001623387-24-000028.txt : 20240118
0001623387-24-000028.hdr.sgml : 20240118
20240118131840
ACCESSION NUMBER: 0001623387-24-000028
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: WAREHAM,THERESE,LYNN,
FILED AS OF DATE: 20240118
DATE AS OF CHANGE: 20240118
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Kaufman, Hall & Associates, LLC
CENTRAL INDEX KEY: 0001623387
ORGANIZATION NAME:
IRS NUMBER: 472564584
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-04318
FILM NUMBER: 24541036
BUSINESS ADDRESS:
STREET 1: 200 SOUTH WACKER DRIVE
STREET 2: SUITE 2800
CITY: CHICAGO
STATE: IL
ZIP: 60606
BUSINESS PHONE: 847-441-8780
MAIL ADDRESS:
STREET 1: 200 SOUTH WACKER DRIVE
STREET 2: SUITE 2800
CITY: CHICAGO
STATE: IL
ZIP: 60606
FORMER COMPANY:
FORMER CONFORMED NAME: Kaufman, Hall & Associates, Inc.
DATE OF NAME CHANGE: 20141024
MA-I/A
1
primary_doc.xml
MA-I/A
0001623387
XXXXXXXX
Ken McManus
9736189508
kenmcmanus@alternativereg.com
RTurner@kaufmanhall.com
PBrown@kaufmanhall.com
N
0001623387-23-000068
N
Therese
Lynn
Wareham
N
1
0001623387
Kaufman, Hall & Associates, LLC
02-25-1985
N
867-01238
LOCATED
02-25-1985
5215 OLD ORCHARD ROAD
8th Floor
SKOKIE
IL
60077
SUPERVISED
02-25-1985
433 W. VAN BUREN STREET
SUITE 330
CHICAGO
IL
60607
02-1985
Kaufman Hall & Associates, LLC
CHICAGO
IL
60607
Y
Y
Managing Director, Senior Executive
Y
08-2018
Solis Mammography
15601 Dallas Parkway
Suite 500
Addison
TX
75001
N
N
Healthcare services
Board Member
7
Board membership duties
04-2009
Sunset Ridge School District 29 Foundation
300 N Lasalle Street
No 4000
Chicago
IL
60654
N
N
Charitable Organization
Board Member
5
Act as Board member as required
05-2011
Wareham Revocable Trust
2330 Burr Oak Road
Northfield
IL
60093
N
N
Personal trust set up for my estate-planning purposes
Trustee
1
Investing funds on hand
06-2011
Wareham Family Trust
2330 Burr Oak Road
Northfield
IL
60093
N
N
Family trust set up for estate-planning purposes for three children
Trustee
1
Distributing proceeds and investing funds on hand
09-2023
Evidence-Based Cybersecurity Research Group at the Andrew Young School of Policy Studies at Georgia State University
55 PARK PLACE
NE Suite 441
Atlanta
GA
30303
N
N
Seeks to provide empirical research and evidence regarding behavior of existing policies to prevent cyber crimes.
member of the advisory board
2
External advisor
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
01-18-2024
Kimberly McManus
President, Alternative Regulatory Solutions, LLC