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Managing Partner, Chief Compliance Officer · Suncap Management

Bernard H. Robertson

CRD 4875947 · Named on Form ADV at one SEC-registered adviser

At a glance

Suncap Management, an SEC-registered asset manager based in New Orleans, LA with $380 million in regulatory assets, lists Bernard H. Robertson on its Form ADV as Managing Partner, Chief Compliance Officer, a control person.

Firms and roles

  • Suncap ManagementManaging Partner, Chief Compliance OfficerAsset manager · New Orleans, LA · $380M 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 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

Something 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.