John R. Bartholdson
Director/Board Member at CBRE GLOBAL REAL ESTATE INCOME FUND
Net worth: 96 969 $ as of 30/03/2024
Profile
John R.
Bartholdson is currently the Director at Old Mutual Funds I since 2004 and the Independent Trustee at CBRE Global Real Estate Income Fund since 2014.
Previously, he held positions such as Chief Financial Officer, Treasurer, Director & SVP at Triumph Group, Inc. from 1993 to 2007, Director at Old Mutual Funds II from 2004 to 2012, Director at Old Mutual Funds Iii in 2009, Trustee at Old Mutual Insurance Series Fund from 2011 to 2012, Trustee at Old Mutual Advisor Funds, Trustee at ING Clarion Global Real Estate Income Fund, Treasurer at TPC Castings, Trustee at Investment Managers Series Trust - Berwyn Fund from 2013 to 2016, Trustee at Berwyn Income Fund from 2013 to 2016, and Trustee at Berwyn Cornerstone Fund from 2013 to 2016.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 13/04/2023 | 18,024 ( 0.01% ) | 96 969 $ | 30/03/2024 |
John R. Bartholdson active positions
| Companies | Position | Start |
|---|---|---|
| CBRE GLOBAL REAL ESTATE INCOME FUND | Director/Board Member | 22/08/2004 |
| Old Mutual Funds I | Director/Board Member | 21/07/2010 |
Former positions of John R. Bartholdson
| Companies | Position | End |
|---|---|---|
| Berwyn Cornerstone Fund | Director/Board Member | 31/12/2015 |
| Berwyn Income Fund | Director/Board Member | 31/12/2015 |
| Investment Managers Series Trust - Berwyn Fund | Director/Board Member | 31/12/2015 |
TPC Castings
 TPC Castings Metal FabricationProducer Manufacturing TPC Castings manufactures nonferrous foundries except aluminum and copper. It also manufactures alloy steel castings sand castings, permanent mold castings, shell mold castings, investment castings, centrifugal castings and more. The company was founded in 2001 and is headquartered in Chandler, AZ. | Treasurer | 25/10/2012 |
| Old Mutual Funds II | Director/Board Member | 14/06/2012 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| TRIUMPH GROUP, INC. | Electronic Technology |
| Private companies | 11 |
|---|---|
| Old Mutual Insurance Series Fund | Miscellaneous |
| Old Mutual Advisor Funds | Miscellaneous |
| Old Mutual Funds II | Miscellaneous |
| Old Mutual Funds I | Miscellaneous |
| Old Mutual Funds Iii | Miscellaneous |
ING Clarion Global Real Estate Income Fund
 ING Clarion Global Real Estate Income Fund Investment Trusts/Mutual FundsMiscellaneous ING Clarion Real Estate Income Fund (the Trust) is a non-diversified, closed-end management investment company. It was founded in 2004 and is headquartered in Radnor, PA. | Miscellaneous |
TPC Castings
TPC Castings Metal FabricationProducer Manufacturing TPC Castings manufactures nonferrous foundries except aluminum and copper. It also manufactures alloy steel castings sand castings, permanent mold castings, shell mold castings, investment castings, centrifugal castings and more. The company was founded in 2001 and is headquartered in Chandler, AZ. | Producer Manufacturing |
CBRE Global Real Estate Income Fund
 CBRE Global Real Estate Income Fund Investment Trusts/Mutual FundsMiscellaneous CBRE Global Real Estate Income Fund operates as a closed-end management investment company. Its primary objective is high current income and its secondary objective is capital appreciation. The company also engages in investing in real estate securities mainly located in North America, Europe, Australia, and Asia. CBRE Global Real Estate Income Fund was founded on November 6, 2003 and is headquartered in Radnor, PA. | Miscellaneous |
| Investment Managers Series Trust - Berwyn Fund | Miscellaneous |
| Berwyn Income Fund | Miscellaneous |
| Berwyn Cornerstone Fund | Miscellaneous |
- Stock Market
- Insiders
- John R. Bartholdson
