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