Director of Research; Limited Partner · Situational Awareness LP
Carl M. Shulman
CRD 8005790 · Named on Form ADV at one SEC-registered adviser
At a glance
Situational Awareness LP, an SEC-registered private fund adviser based in SAN Francisco, CA with $9.3 billion in regulatory assets, lists Carl M. Shulman on its Form ADV as Director of Research; Limited Partner, a control person.
Firms and roles
- Situational Awareness LPDirector of Research; Limited PartnerPrivate fund adviser · SAN Francisco, CA · $9.3B in regulatory assets
AtlasMembers
Carl’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Nicholas S. Gross-WhitakerChief Operating Officer; Limited Partner, Situational Awareness LP
- Leopold N. AschenbrennerChief Investment Officer; Limited Partner, Situational Awareness LP
- Patrick L. DegracaChief Financial Officer, Situational Awareness LP
- Kimberly A. SummeChief Compliance Officer, Situational Awareness LP
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carl’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.