0001623387-24-000059.txt : 20240503 0001623387-24-000059.hdr.sgml : 20240503 20240503072315 ACCESSION NUMBER: 0001623387-24-000059 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: KIRKPATRICK,TERRY,DALE, FILED AS OF DATE: 20240502 DATE AS OF CHANGE: 20240503 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: 24910789 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 0001623387-24-000029 N Terry Dale Kirkpatrick N 1 0001623387 Kaufman, Hall & Associates, LLC 05-01-2023 N 867-01238 SUPERVISED 05-01-2023 433 W. VAN BUREN STREET SUITE 330 CHICAGO IL 60607 LOCATED SUPERVISED 05-01-2023 10 Cadillac Drive Suite 120 BRENTWOOD TN 37027 Chuck Dale Kirkpatrick 05-2023 Kaufman, Hall & Associates, LLC CHICAGO IL 60607 Y Y Senior Vice President 11-2006 11-2023 Ponder & Co. BRENTWOOD TN 37027 Y Y Senior Vice President Y 05-2023 Kirkpatrick Bros. County Road 400 San Saba TX 76877 N N Ranching Partner 2 Oversee ranching operation 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 05-02-2024 Kimberly McManus President, Alternative Regulatory Solutions, LLC