Chief Compliance Officer · Capvest Partners, Inc.
Aida S. Samarzija
CRD 1666538 · Named on Form ADV at 6 SEC-registered advisers
At a glance
Capvest Partners, Inc., an SEC-registered private fund adviser based in New York, NY with $10.2 billion in regulatory assets, lists Aida S. Samarzija on its Form ADV as Chief Compliance Officer. The SEC filings also name Aida at 5 other registered advisers.
Firms and roles
- Capvest Partners, Inc.Chief Compliance OfficerPrivate fund adviser · New York, NY · $10B in regulatory assets
- Sabal Investment Advisors, LLCChief Compliance OfficerPrivate fund adviser · Irvine, CA · $5.8B in regulatory assets
- Nextech Ventures (US) LLCChief Compliance OfficerPrivate fund adviser · Boston, MA · $1.7B in regulatory assets
- GAM USA Inc.Chief Compliance OfficerAsset manager · New York, NY · $1.5B in regulatory assets
- Qtron Investments LLCChief Compliance OfficerAsset manager · Boston, MA · $1.2B in regulatory assets
- Petiole USA LimitedChief Compliance OfficerAsset manager · New York, NY · $1.1B in regulatory assets
AtlasMembers
Aida’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 6 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (17)
- Christopher J. CampbellPresident, Director and Shareholder, Capvest Partners, Inc.
- Penelope K. BriantShareholder, Capvest Partners, Inc.
- Robert P. JacksonSenior Portfolio Manager and Chief Investment Strategist, Sabal Investment Advisors, LLC
- Stephen D. AyresManaging Director, Sabal Investment Advisors, LLC
- Michael A. CookManaging Director, Sabal Investment Advisors, LLC
12 more people named with Aida on the same filings, with titles and firms. Free in Atlas with a free account.
See all 17 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Aida’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.