TOWNSEND HOLDINGS LLC

UUIDd1763cc4-93d7-5e4a-97a7-d19dabd54516

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:57

Updated2025-10-23 02:24:36

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	160006	160006	—	1.0
sec_file_number	801-72968	801-72968	—	—

HQ CityCLEVELAND

HQ StateOH

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

As of 2025-05-01 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
FRAMMARTINO, ANTHONY, DEMETRIO	CHAIRMAN AND CEO	OFFICER	—	{"filing_id": "2018982", "owner_id": "4623701", "source": "adv_part1", "table": "Schedule_A_B"}
RVF AM BUYER CORP	OWNER	OFFICER	—	{"filing_id": "2018982", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
RVF AM, I LLC	OWNER	OFFICER	—	{"filing_id": "2018982", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
TOWNSEND BLOCKER CORP.	MEMBER	OFFICER	—	{"filing_id": "2018982", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
TRC RVF AM, LLC	OWNER	OFFICER	—	{"filing_id": "2018982", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
WEIHRAUCH, RONALD, LEE	CHIEF OPERATING OFFICER	OFFICER	—	{"filing_id": "2018982", "owner_id": "5655016", "source": "adv_part1", "table": "Schedule_A_B"}
May, Aimee, Brooke	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2018982", "owner_id": "7214282", "source": "adv_part1", "table": "Schedule_A_B"}
WHITE, BRIAN, MICHAEL	CHIEF FINANCIAL OFFICER	EMPLOYEE	—	{"filing_id": "2018982", "owner_id": "2711192", "source": "adv_part1", "table": "Schedule_A_B"}

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.