Jason Roos
Director of Finance/CFO at MOUNT LOGAN CAPITAL INC.
Net worth: 8 832 $ as of 2022-02-27
Profile
Jason T.
Roos is currently the Chief Financial Officer at Alternative Credit Income Fund, Portman Ridge Finance Corp., Mount Logan Capital, Inc., BC Partners Lending Corp., and Opportunistic Credit Interval Fund.
Previously, he worked as a Controller at Wells Fargo & Co. from 2014 to 2020.
He also served as the Chief Financial Officer-Credit Product at BC Partners LLP.
From 2020 to 2021, he was a Controller at BC Partners Advisors LP.
Additionally, he held the position of Chief Financial Officer at Logan Ridge Finance Corp.
from 2021 to 2024.
Mr. Roos obtained his undergraduate degree from the University of Northern Iowa.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
MOUNT LOGAN CAPITAL INC
0.01% | 2024-03-14 | 2,849 ( 0.01% ) | 8 832 $ | 2022-02-27 |
Jason Roos active positions
Companies | Position | Start |
---|---|---|
MOUNT LOGAN CAPITAL INC. | Director of Finance/CFO | 2021-02-28 |
PORTMAN RIDGE FINANCE CORPORATION | Director of Finance/CFO | 2021-02-28 |
BC Partners Lending Corp.
BC Partners Lending Corp. Financial ConglomeratesFinance BC Partners Lending Corp. engages in investment in the U.S. middle-market credit sector. The company invests in the form of debt investments, which may include secured debt, unsecured debt, other debt and/or equity in private middle-market companies. It also invests in the securities of public companies and in structured products. BC Partners Lending was founded on December 22, 2017 and is headquartered in New York, NY. | Director of Finance/CFO | - |
Alternative Credit Income Fund
Alternative Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Alternative Credit Income Fund is a newly organized, continuously offered, non-diversified, closed-end management investment company that is operating as an interval fund. The company was founded on December 11, 2014 and is headquartered in New York, NY. | Director of Finance/CFO | 2019-12-31 |
Opportunistic Credit Interval Fund
Opportunistic Credit Interval Fund Investment Trusts/Mutual FundsMiscellaneous Opportunistic Credit Interval Fund is a closed-end investment fund. It provides a credit strategy targeting private originations and secondary investments in the US and European middle markets. The company was founded on January 21, 2022 and is headquartered in New York, NY. | Director of Finance/CFO | 2021-12-31 |
Former positions of Jason Roos
Companies | Position | End |
---|---|---|
LOGAN RIDGE FINANCE CORPORATION | Director of Finance/CFO | 2024-03-30 |
BC Partners Advisors LP
BC Partners Advisors LP Investment ManagersFinance Part of BC Partners Ltd., BC Partners Advisors LP is a leading pan-European buy-out firm that has maintained its position in the market for over three decades. The private company is based in New York, NY. With over $1.7 billion in debt opportunities and co-investments provided to over 89 unique Limited Partners, BC Partners is an established leader in upper middle market alternative investment. Founded in 1986, the company has delivered superior returns to its investors and has developed a comprehensive co-investment platform. | Comptroller/Controller/Auditor | 2021-01-31 |
WELLS FARGO & COMPANY | Comptroller/Controller/Auditor | 2019-12-31 |
BC Partners LLP
BC Partners LLP Financial ConglomeratesFinance BC Partners LLP engages in the provision of investment services. It focuses on private equity, credit, and real estate. The company was founded by John Downing Burgess in 1986 and is headquartered in London, the United Kingdom. | Corporate Officer/Principal | - |
Training of Jason Roos
University of Northern Iowa | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 2 |
---|---|
WELLS FARGO & COMPANY | Finance |
MOUNT LOGAN CAPITAL INC. | Finance |
Private companies | 7 |
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Logan Ridge Finance Corp.
Logan Ridge Finance Corp. Investment ManagersFinance Logan Ridge Finance Corp. is a business development company that provides capital to lower middle market companies located in the United States with an EBITDA ranging from $5 million to $50 million and with revenues of at least $15 million. The fund targets companies operating in the fields of aerospace, defense, education, food, logistics, manufacturing, media, health care, and consumer and business services. It provides financing in the form of equity and debt for growth, acquisition, mezzanine and management buyout transactions with an investment size ranging from $5 to $30 million. It also makes co-investments. The company was founded in 2013 and is headquartered in New York, NY. | Finance |
Alternative Credit Income Fund
Alternative Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Alternative Credit Income Fund is a newly organized, continuously offered, non-diversified, closed-end management investment company that is operating as an interval fund. The company was founded on December 11, 2014 and is headquartered in New York, NY. | Miscellaneous |
Portman Ridge Finance Corp.
Portman Ridge Finance Corp. Investment ManagersFinance Portman Ridge Finance Corp a traded fund, engages in seeking investment opportunities in middle market companies located in the United States with an EBITDA ranging from USD 10 - 50 million. It also offers financing in the form of secured term loans, bonds or notes and mezzanine debt. The company was founded on August 8, 2006, and is headquartered in New York. | Finance |
BC Partners LLP
BC Partners LLP Financial ConglomeratesFinance BC Partners LLP engages in the provision of investment services. It focuses on private equity, credit, and real estate. The company was founded by John Downing Burgess in 1986 and is headquartered in London, the United Kingdom. | Finance |
BC Partners Advisors LP
BC Partners Advisors LP Investment ManagersFinance Part of BC Partners Ltd., BC Partners Advisors LP is a leading pan-European buy-out firm that has maintained its position in the market for over three decades. The private company is based in New York, NY. With over $1.7 billion in debt opportunities and co-investments provided to over 89 unique Limited Partners, BC Partners is an established leader in upper middle market alternative investment. Founded in 1986, the company has delivered superior returns to its investors and has developed a comprehensive co-investment platform. | Finance |
BC Partners Lending Corp.
BC Partners Lending Corp. Financial ConglomeratesFinance BC Partners Lending Corp. engages in investment in the U.S. middle-market credit sector. The company invests in the form of debt investments, which may include secured debt, unsecured debt, other debt and/or equity in private middle-market companies. It also invests in the securities of public companies and in structured products. BC Partners Lending was founded on December 22, 2017 and is headquartered in New York, NY. | Finance |
Opportunistic Credit Interval Fund
Opportunistic Credit Interval Fund Investment Trusts/Mutual FundsMiscellaneous Opportunistic Credit Interval Fund is a closed-end investment fund. It provides a credit strategy targeting private originations and secondary investments in the US and European middle markets. The company was founded on January 21, 2022 and is headquartered in New York, NY. | Miscellaneous |
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