0001623387-24-000050.txt : 20240325 0001623387-24-000050.hdr.sgml : 20240325 20240325142341 ACCESSION NUMBER: 0001623387-24-000050 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: TURNER,ROBERT,NICHOLAS, FILED AS OF DATE: 20240325 DATE AS OF CHANGE: 20240325 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: 24778606 BUSINESS ADDRESS: STREET 1: 433 W. VAN BUREN STREET STREET 2: SUITE 330 CITY: CHICAGO STATE: IL ZIP: 60607 BUSINESS PHONE: 847-441-8780 MAIL ADDRESS: STREET 1: 433 W. VAN BUREN STREET STREET 2: SUITE 330 CITY: CHICAGO STATE: IL ZIP: 60607 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 Kenneth McManus 973-618-9508 kenmcmanus@alternativereg.com PBrown@kaufmanhall.com RTurner@kaufmanhall.com Y 0001623387-24-000022 N Robert Nicholas Turner N 1 0001623387 Kaufman, Hall & Associates, LLC 10-15-2008 N 867-01238 LOCATED SUPERVISED 03-01-2022 LOCATED SUPERVISED 10-15-2008 433 W. VAN BUREN STREET SUITE 330 CHICAGO IL 60607 10-2008 Kaufman, Hall & Associates, LLC CHICAGO IL 60607 Y Y Senior Vice President 03-2004 07-2008 Goldman Sachs & Company Dallas TX 75202 Y Y Vice President Y 09-2012 Robert N. Turner Benefit Trust 3612 University Blvd DALLAS TX 75205 N N Estate planning / personal investments Trustee 2 Trustee duties 12-2019 RNT Benefit Trust 3612 University Blvd DALLAS TX 75205 N N Estate planning / personal investments Trustee 2 Trustee duties 03-2002 Turner Children's Trust 3324 Southwestern Blvd. DALLAS TX 75225 N N College savings trust Trustee 2 Trustee duties; Process educational payments for beneficiary 06-2019 AOT Auxiliary Trust 3612 University Blvd DALLAS TX 75205 N N College savings trust Trustee 2 Trustee duties; Process educational payments for beneficiary 12-2019 CWT Auxiliary Trust 3612 University Blvd DALLAS TX 75205 N N College savings trust Trustee 2 Trustee duties; Process educational payments for beneficiary 12-2019 DRT Auxiliary Trust 3612 University Blvd DALLAS TX 75205 N N College savings trust Trustee 2 Trustee duties; Process educational payments for beneficiary 12-2019 ALT Auxiliary Trust 3612 University Blvd DALLAS TX 75205 N N College savings trust Trustee 2 Trustee duties; Process educational payments for beneficiary 12-2019 ETY Supplemental Needs Trust 3324 Southwestern Blvd. DALLAS TX 75225 N N Special needs trust Trustee 2 Trustee duties; Process medical expense payments for beneficiary 12-2013 Louis and Elizabeth Ygartua Living Trust 3324 Southwestern Blvd. DALLAS TX 75225 N N Special needs trust Trustee 2 Trustee duties; Process medical expense payments for beneficiary 12-2023 Kaufman Hall Investment Management, LLC 10 CADILLAC DRIVE SUITE 120 BRENTWOOD TN 37027 N Y Investment advisory services Vice President, Supervisor 5 Strategic direction, oversight, and compliance 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 03-25-2024 Kimberly McManus President, Alternative Regulatory Solutions LLC