Chief Financial Officer · Rand Capital Management
Brechtel W. Margaret
CRD 7482608 · Named on Form ADV at one SEC-registered adviser
At a glance
Rand Capital Management, an SEC-registered private fund adviser based in Buffalo, NY with $137 million in regulatory assets, lists Brechtel W. Margaret on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- Rand Capital ManagementChief Financial OfficerPrivate fund adviser · Buffalo, NY · $137M in regulatory assets
AtlasMembers
Brechtel’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
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Daniel P. PenberthyCo-Chief Executive Officer, Rand Capital Management
- Kristen M. CammarataChief Compliance Officer, Rand Capital Management
- Oliver S. BarfieldCo-Chief Executive Officer, Rand Capital Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brechtel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.