Chairman of the Board of Directors and Director · Chevy Chase Trust Company
Bernard F. Saul
CRD 1512547 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Chevy Chase Trust Company, an SEC-registered private fund adviser based in Bethesda, MD with $44.9 billion in regulatory assets, lists Bernard F. Saul on its Form ADV as Chairman of the Board of Directors and Director, a control person. The SEC filings also name Bernard at 1 other registered adviser.
Firms and roles
- Chevy Chase Trust CompanyChairman of the Board of Directors and DirectorPrivate fund adviser · Bethesda, MD · $45B in regulatory assets
- ASB Capital Management LLCChairman of the Board of Directors and DirectorPrivate fund adviser · Bethesda, MD · $37B 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
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
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Colleagues named on the same filings (15)
- William F. McSweenyDirector, Chevy Chase Trust Company
- Paul R. DuncanChief Compliance Officer, Chevy Chase Trust Company
- Howard G. PlattsDirector, Chevy Chase Trust Company
- Gilbert M. GrosvenorDirector, Chevy Chase Trust Company
- George P. ClancyDirector, Chevy Chase Trust Company
10 more people named with Bernard on the same filings, with titles and firms. Free in Atlas with a free account.
See all 15 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.