Mark Lipson
Chairman at SOURCE CAPITAL, INC.
Net worth: 289 033 $ as of 30/05/2024
Mark Lipson active positions
| Companies | Position | Start | End |
|---|---|---|---|
| SOURCE CAPITAL, INC. | Independent Dir/Board Member | 30/09/2015 | - |
| Chairman | 12/05/2019 | - | |
| Director/Board Member | 30/09/2015 | 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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Career history of Mark Lipson
Former positions of Mark Lipson
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Statistics
International
| United States | 14 |
Operational
| Director/Board Member | 9 |
| Chairman | 3 |
| Corporate Officer/Principal | 3 |
Sectoral
| Miscellaneous | 10 |
| Finance | 5 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 13 |
|---|---|
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 |
| FPA Capital Fund, Inc. | Miscellaneous |
| FPA New Income, Inc. | Miscellaneous |
| FPA Paramount Fund, Inc. | 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 |
NorthStar Investment Management
 NorthStar Investment Management Investment ManagersFinance NorthStar Investment Management provides investment advice. The private company is based in Charlotte, NC. | Finance |
| Investment Managers Series Trust III | Miscellaneous |
| FPA Perennial Fund, Inc. | Miscellaneous |
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 |
| FPA Crescent Fund | Miscellaneous |
| FPA Flexible Fixed Income Fund | Miscellaneous |
| Bragg Capital Trust | Miscellaneous |
| US Trust | Finance |
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