0001615094-24-000008.txt : 20240910 0001615094-24-000008.hdr.sgml : 20240910 20240910124856 ACCESSION NUMBER: 0001615094-24-000008 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: SATO,MAKIKO,NMN, FILED AS OF DATE: 20240910 DATE AS OF CHANGE: 20240910 FILER: COMPANY DATA: COMPANY CONFORMED NAME: URBAN FUTURES, INC. CENTRAL INDEX KEY: 0001615094 ORGANIZATION NAME: IRS NUMBER: 952811192 STATE OF INCORPORATION: CA FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-02398 FILM NUMBER: 241289466 BUSINESS ADDRESS: STREET 1: 1470 MARIA LANE STREET 2: SUITE 315 CITY: WALNUT CREEK STATE: CA ZIP: 94596 BUSINESS PHONE: 925-478-7450 MAIL ADDRESS: STREET 1: 1470 MARIA LANE STREET 2: SUITE 315 CITY: WALNUT CREEK STATE: CA ZIP: 94596 FORMER COMPANY: FORMER CONFORMED NAME: Urban Futures, Inc. DATE OF NAME CHANGE: 20140729 MA-I/A 1 primary_doc.xml MA-I/A 0001615094 XXXXXXXX Kenneth McManus 973-618-9508 kenmcmanus@alternativereg.com kenmcmanus@alternativereg.com Y 0001615094-23-000014 N Makiko NMN Sato N 1 0001615094 URBAN FUTURES, INC. Isom Advisors, a Division of Urban Futures, Inc. 01-19-2016 N 867-00395 LOCATED SUPERVISED 01-19-2016 1470 Maria Lane SUITE 315 Walnut Creek CA 94596 01-2016 Urban Futures, Inc. Walnut Creek CA 94596 Y N Principal 04-2014 01-2016 Public Financial Management San Francisco CA 94111 Y N SMC 05-2009 04-2014 KNN Public Finance Oakland CA 94612 Y N Vice President 09-2008 04-2009 Merrill Lynch New York NY 10001 N Y Associate 05-2008 09-2008 unemployed New York NY 10001 N N unemployed 09-2006 05-2008 New York University New York NY 10012 N N Student. Note- While a student also was an intern at Ambac, NY., NY 10004, ( from 1/07-5/08) ; intern at Merrill Lynch, NY, NY 10001 (from 6/07-8/07); and intern at NYU Furman Center NY, NY 10012 (from 8/06-12/07) 03-2003 07-2006 KNN Public Finance Oakland CA 94612 Y N Analyst Y 01-2019 San Bruno Education Foundation 1300 Huntington Ave San Bruno CA 94066 N N Education Foundation Board member 20 Treasurer / Finance Role; Due to Edgar limitations, the actual address is PO Box 175, San Bruno, CA 94066 02-2021 Rental Property 193 Misty Circle LIVERMORE AR 94550 N N Rental property Owner 2 Ownership duties 09-2024 Committee to Improve San Bruno Schools: Yes on X 500 Acacia Ave San Bruno CA 94066 N N Parcel Tax Campaign Treasurer 20 Accounting/Reporting of Funds N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 09-10-2024 Kenneth McManus SVP, Alternative Regulatory Solutions LLC