Chief Financial Officer, Treasurer & Vice President · Dimensional Fund Advisors LP
Bernard J. Grzelak
CRD 4285750 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Dimensional Fund Advisors LP, an SEC-registered asset manager based in Austin, TX with $1.0 trillion in regulatory assets, lists Bernard J. Grzelak on its Form ADV as Chief Financial Officer, Treasurer & Vice President. The SEC filings also name Bernard at 2 other registered advisers.
Firms and roles
- Dimensional Fund Advisors LPChief Financial Officer, Treasurer & Vice PresidentAsset manager · Austin, TX · $1.02T in regulatory assets
- Dimensional Fund Advisors LTDChief Financial Officer, Treasurer and Vice PresidentAsset manager · London, United Kingdom · $365B in regulatory assets
- DFA Australia LimitedChief Financial Officer, Treasurer & Vice PresidentAsset manager · Sydney, Australia · $362B in regulatory assets
AtlasMembers
Bernard’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
- 3 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 (18)
- David G. BoothChairman, Dimensional Fund Advisors LP
- Catherine L. NewellExecutive Vice President, Chief Legal Officer & Secretary, Dimensional Fund Advisors LP
- Gerard K. O'ReillyCo-Chief Executive Officer & Co-Chief Investment Officer, Dimensional Fund Advisors LP
- David P. ButlerCo-Chief Executive Officer, Dimensional Fund Advisors LP
- Selwyn J. NotelovitzChief Compliance Officer & Vice President, Dimensional Fund Advisors LP
13 more people named with Bernard on the same filings, with titles and firms. Free in Atlas with a free account.
See all 18 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bernard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.