Chief Investment Officer · Ceres Partners, LLC
Brandon J. Zick
CRD 4939276 · Named on Form ADV at one SEC-registered adviser
At a glance
Ceres Partners, LLC, an SEC-registered private fund adviser based in South Bend, IN with $2.0 billion in regulatory assets, lists Brandon J. Zick on its Form ADV as Chief Investment Officer, a control person.
Firms and roles
- Ceres Partners, LLCChief Investment OfficerPrivate fund adviser · South Bend, IN · $2.0B in regulatory assets
AtlasMembers
Brandon’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Perry J. ViethCEO and Founder, Ceres Partners, LLC
- Patrick J. ViethDirector of Legal Affairs and Chief Compliance Officer, Ceres Partners, LLC
- Lawrence A. Stickley Jr.Chief Financial Officer, Ceres Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brandon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.