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Chief Financial Officer · Greenlake Asset Management LLC

Amy S. Bertolini

CRD 7895006 · Named on Form ADV at one SEC-registered adviser

At a glance

Greenlake Asset Management LLC, an SEC-registered private fund adviser based in South Pasadena, CA with $1.1 billion in regulatory assets, lists Amy S. Bertolini on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

AtlasMembers

Amy’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 the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Peter T ChangManaging Principal, Greenlake Asset Management LLC
  • Paul DiamondCOO, Greenlake Asset Management LLC
  • David H. ParkPrincipal, Head of Investor Relations, Chief Compliance Officer, Greenlake Asset Management LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Amy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.