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Partner, Head of Convertible Arbitrage · Whitebox Advisors LLC

Brian G. Lutz

CRD 1867169 · Named on Form ADV at one SEC-registered adviser

At a glance

Whitebox Advisors LLC, an SEC-registered private fund adviser based in Minneapolis, MN with $15.7 billion in regulatory assets, lists Brian G. Lutz on its Form ADV as Partner, Head of Convertible Arbitrage, a control person.

Firms and roles

  • Whitebox Advisors LLCPartner, Head of Convertible ArbitragePrivate fund adviser · Minneapolis, MN · $16B in regulatory assets

AtlasMembers

Brian’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 (6)

  • Robert J. VogelPartner, Chief Investment Officer, Whitebox Advisors LLC
  • Jacob P. MercerPartner, Head of Special Situations and Restructuring, Whitebox Advisors LLC
  • Muquarrab B. KarimChief Operating Officer and Chief Financial Officer, Whitebox Advisors LLC
  • Lisa R. ConradGeneral Counsel and Chief Compliance Officer, Whitebox Advisors LLC
  • Paul M. RoosPartner, Head of Structured Credit, Whitebox Advisors LLC

1 more person named with Brian on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.