SRH Total Return Fund
SRH Total Return Fund is a registered legal entity registered in United States under 20021054909, and its current status with Colorado Secretary of State is active. The company was incorporated on 6 March 2002 and lists its registered address as Denver, United States. 3 shareholders are on record for SRH Total Return Fund, and since every one of them is a company rather than an individual, this particular filing does not on its own establish an ultimate beneficial owner (UBO) — identifying one would mean tracing the ownership of each shareholding company in turn. This profile is sourced directly from Colorado Secretary of State and was last updated on 4 October 2026.
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Shareholders
3
Three shareholders are currently on record for SRH Total Return Fund, reflecting the stock ledger maintained under state corporate law (e.g. §219 of the Delaware General Corporation Law) rather than a public filing.
The largest of these is JP Wealth Management, Inc., holding 14% — the largest recorded stake — followed by Allspring Global Investments Holdings, LLC at 6.2%; the remaining 1 shareholder shown holds smaller stakes.
Because every shareholder shown is a company rather than an individual, the ownership chain continues above this level, and no beneficial owner can be established from this filing alone.
| Shareholder | Type | Holding | Source Document |
|---|---|---|---|
| JP Wealth Management, Inc. | 14% | Colorado Secretary of State | |
| Allspring Global Investments Holdings, LLC | 6.2% | Colorado Secretary of State | |
| AQR Funds-AQR Diversified Arbitrage Fund | 0.5% | Colorado Secretary of State |
Officers
2
Two officers are currently on record for SRH Total Return Fund, filed with Colorado Secretary of State. Joel W. Looney Cfp serves as Portfolio Manager, President & Chairman; Jacob Hemmer C.f.a. serves as Portfolio Manager.
Management authority at SRH Total Return Fund sits with these individuals, not with shareholders, who are covered separately and hold ownership rather than control.
The source filing doesn't specify representation authority — whether officers can act individually or must sign jointly to bind the company — so that detail isn't available here.
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Frequently Asked Questions
Who owns SRH Total Return Fund?
Three shareholders are currently on record for SRH Total Return Fund, reflecting the stock ledger maintained under state corporate law (e.g. §219 of the Delaware General Corporation Law) rather than a public filing. The largest of these is JP Wealth Management, Inc., holding 14% — the largest recorded stake — followed by Allspring Global Investments Holdings, LLC at 6.2%; the remaining 1 shareholder shown holds smaller stakes. Because every shareholder shown is a company rather than an individual, the ownership chain continues above this level, and no beneficial owner can be established from this filing alone.
Who is SRH Total Return Fund's UBO (Ultimate Beneficial Owner)?
Every shareholder recorded for SRH Total Return Fund is itself a company rather than a natural person, so no Ultimate Beneficial Owner (UBO) is identified at this level; establishing one would require tracing the ownership of each shareholding company in turn.
How many shareholders does SRH Total Return Fund have on record?
3 shareholders are shown on record for SRH Total Return Fund.
What is SRH Total Return Fund's company registration number?
SRH Total Return Fund's registration number is 20021054909, filed with Colorado Secretary of State in United States. Its current status on the register is active.
Is SRH Total Return Fund still an active company?
SRH Total Return Fund's status on Colorado Secretary of State is listed as active.
When was SRH Total Return Fund incorporated?
SRH Total Return Fund was incorporated on 6 March 2002, according to Colorado Secretary of State.
What is SRH Total Return Fund's registered address?
The registered address on file for SRH Total Return Fund is Denver, United States.
Who are the officers/directors of SRH Total Return Fund?
Two officers are currently on record for SRH Total Return Fund, filed with Colorado Secretary of State. Joel W. Looney Cfp serves as Portfolio Manager, President & Chairman; Jacob Hemmer C.f.a. serves as Portfolio Manager. Management authority at SRH Total Return Fund sits with these individuals, not with shareholders, who are covered separately and hold ownership rather than control.
Can Zavia monitor changes to SRH Total Return Fund's ownership over time?
This profile reflects a point-in-time snapshot from Colorado Secretary of State. Zavia's monitoring API can track changes to SRH Total Return Fund's registered shareholders, officers, and group structure going forward, flagging updates as they're filed rather than requiring a manual recheck.
Can I access SRH Total Return Fund's data through an API?
Yes. Zavia's API connects directly to official government ownership registries across 195 countries and territories, including United States, so records like SRH Total Return Fund's registration, shareholder, UBO, and group-structure data can be queried programmatically instead of viewed one page at a time.
Where does this company information come from, and how current is it?
This record is sourced directly from Colorado Secretary of State and was last synced on 4 October 2026.