Passthrough
Julius Leiman-Carbia is a seasoned legal and compliance executive with extensive experience across various sectors, currently serving as the Chief Legal Officer at Moment since November 2023. Julius has held significant roles such as Chief Legal & Compliance Officer and Legal & Compliance Advisor at Wealthfront since June 2018, where responsibility includes mentoring a team and ensuring adherence to financial regulations. Additional advisory positions include serving as Legal Advisor at Passthrough and as Co-Chair of the Digital Adviser Committee for the Investment Adviser Association. Previous roles include Chief Legal and Compliance Officer at Carta, Chief Compliance Officer at MUFG, Chief Compliance Officer at JPMorgan Chase, and Associate Director at the US Securities and Exchange Commission. Educational credentials include a JD from the University of Pennsylvania Carey Law School and a BSFS in International Relations from Georgetown University.
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Passthrough
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Passthrough automates the subscription process for private funds. We make it easy to distribute subscription agreements to investors and have them executed electronically. We save everyone time by adding logic to investor questionnaires so investors are only asked the questions that are relevant to them. We require form completion, so investors can only submit completed subscription agreements. Passthrough supports any subscription agreement. The end result is less time spent going back and forth, better compliance, and structured investor data.