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Institutions (Climbing the Ladder)

Scaffold — add entries as chapters are summarized.

Last updated through CTL6 ch 36 (Spurgeon, Volstead); CTL4 ch 36 (Volstead pointer).

Cincinnatus Fund (customers, capital, trades, holdings): see Cincinnatus_Fund.md.

UICC (Circle Campus)

University of Illinois Chicago Circle — Jonathan part-time enrollment from January 1982 (Financial Accounting); CS101 planned fall 1982. Mrs. Ida Fromme admissions contact.

Spurgeon Capital

Investment firm, Chicago; founded 1971; owner Noel Spurgeon. Original 444 N. Michigan; relocated Hancock Center floors 30–32, Columbus Day weekend 1981. Mailroom strict no-fraternization; employee commission-free brokerage and mutual funds; Christmas party and bonuses. Culture includes predatory executives, SEC enforcement (Gilham), and layoffs (Black Friday, Nov 13, 1981 — twenty staff cut). Jonathan Kane mailroom 1981–82 → supervisor June 14, 1982 → securities analyst January 17, 1983 ($45K + bonus, offer October 1982) → FX desk (CTL3). Floor 29 expansion for Matheson team (Brown Construction; Bloomberg terminals; January 1983 move). Nexis and IBM PC/XT on desk (CTL3). Cincinnatus Fund — detail in Cincinnatus_Fund.md; Jeri trust managed with Nancy King (tax) and Robert Black (CPA); ~$11M+ AUM path; Hart-Lincoln close ~$5.5M; Overland Park pension ~$18M + benevolence ~$3M (CTL3 ch 51, 66). Employee mortgage program (~5%, 15-year) for Morse Avenue purchase (CTL3). CTL4: Head of Research department (floor 29 build-out, Novell/Sun); Yūsuke Holdings S-corp for two-flats; Series 30 license; MTB Sports Management (Cincinnati athlete AUM); Continental Illinois crisis short; Horizon Hospice home care. CTL5: Arrow Fund / Wabash Street Fund salvage and lawsuits; Insider Club perks; Ford, Jackson & Finch (Hollywood AUM); Golden Gate Livery (Ian McIntyre stake); Sierra Nevada Re (Lyle Danforth); Jonathan 1985 base ~$2.5M; ~$500M AUM year-end path.

Helios Analytics (CTL6)

Spurgeon Research spinoff; Jonathan Kane 55% control via Yūsuke Global Investments; CEO Daniel Maitland. Operational May 1, 1985 (East Ohio & Wabash, then Hancock tie-in). Data processing, newsletter, clearing; Noel Spurgeon 45% partner post-armistice. Staff roster: Helios_Analytics.md.

Clermont Capital (CTL6)

Jonathan Kane, Jack Clinton, Violet Clemmons, Ellie French (partners); Hancock Center 40th floor; target September 1, 1985 launch. Funds: Cincinnatus, Amaterasu (VC), Takarabune (FX). CCO Kendall Roy; counsel Bill Drucker. Staff roster: Clermont_Capital.md.

Yūsuke Global Investments

Jonathan’s private investment vehicle (from Yūsuke Holdings). Venture stakes, Chicago rental real estate, Helios control block. Investments and staff: Yusuke_Global_Investments.md.

Jonathan Kane — art collection

Patron collection (Deanna Haight / Ateljé D). Inventory: Jonathan_Kane_Art_Collection.md.

Employers (secondary)

Volstead & Braun (Cincinnati)

Canonical record: Volstead_and_Braun.md (AWLL Story Bible — Companies).

Climbing the Ladder (secondary): Amanda Temple, associate, contacts Jonathan Kane re Bev Newton / custody (CTL2 ch 39, Dec 1982). Stefan Chojnicki (Bev's Ohio counsel — GM home bio); Nelson Boyd (Hart-Lincoln, Jonathan). Deposition at Hart-Lincoln (CTL2 ch 40–43, Jan 1983) in Leahy v Newton; Clermont County hearing Jan 19, 1983 — blood types exclude Bob Leahy as father. Bob Leahy retained same firm (CTL4 ch 36).

See also