Mark Lipson

Net worth: 277 336 $ as of 29/04/2024

75 year

Miscellaneous

Finance

Profile

Mark L.
Lipson is currently the Chairman at Source Capital, Inc. and the Chairman at FPA U.S.
Core Equity Fund, Inc. He is also a Trustee at FPA Capital Fund, Inc., FPA New Income, Inc., FPA Paramount Fund, Inc., FPA Perennial Fund, Inc., Investment Managers Series Trust III, Bragg Capital Trust, FPA Crescent Fund, and FPA Flexible Fixed Income Fund.
Additionally, he is the Managing Member at Ml2 Advisors, LLC.
In the past, he served as the Chairman & Chief Executive Officer at NorthStar Investment Management from 1993 to 2001, and as a Managing Director at Bessemer Trust Co., NA and US Trust from 2007 to 2014.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
SOURCE CAPITAL INC. 0.08%	31/05/2023	6,761 ( 0.08% )	277 336 $	29/04/2024

Mark Lipson active positions

Companies	Position	Start
SOURCE CAPITAL, INC.	Chairman	12/05/2019
FPA Capital Fund, Inc.	Director/Board Member	-
FPA New Income, Inc.	Director/Board Member	30/09/2015
FPA Paramount Fund, Inc.	Director/Board Member	30/09/2015
Investment Managers Series Trust III	Director/Board Member	30/09/2015
FPA Perennial Fund, Inc.	Director/Board Member	30/09/2015
FPA U.S. Core Equity Fund, Inc. FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund.	Chairman	31/12/2014
FPA Crescent Fund	Director/Board Member	-
FPA Flexible Fixed Income Fund	Director/Board Member	-
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All active positions of Mark Lipson

Former positions of Mark Lipson

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See the detail of Mark Lipson's experience

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Mark Lipson's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	13
FPA Capital Fund, Inc.	Miscellaneous
FPA New Income, Inc.	Miscellaneous
FPA Paramount Fund, Inc.	Miscellaneous
FPA Perennial Fund, Inc.	Miscellaneous
Source Capital, Inc. Source Capital, Inc. Investment Trusts/Mutual FundsMiscellaneous Source Capital, Inc. operates as a diversified mutual fund and closed-end investment trust. Its investment objective is to seek maximum total return for shareholders from both capital appreciation and investment income to the extent consistent with protection of invested capital. The company was founded on June 1, 1968 and is headquartered in Milwaukee, WI.	Miscellaneous
Investment Managers Series Trust III	Miscellaneous
Bessemer Trust Co., NA Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY	Finance
Bragg Capital Trust	Miscellaneous
FPA Crescent Fund	Miscellaneous
FPA Flexible Fixed Income Fund	Miscellaneous
US Trust	Finance
NorthStar Investment Management NorthStar Investment Management Investment ManagersFinance NorthStar Investment Management provides investment advice. The private company is based in Charlotte, NC.	Finance
FPA U.S. Core Equity Fund, Inc. FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund.	Finance

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