Chief Compliance Officer/managing Director of Finance · Willowridge Partners, Inc.
Carlos A. Leal
CRD 4569301 · Named on Form ADV at one SEC-registered adviser
At a glance
Willowridge Partners, Inc., an SEC-registered private fund adviser based in New York, NY with $2.5 billion in regulatory assets, lists Carlos A. Leal on its Form ADV as Chief Compliance Officer/managing Director of Finance, a control person.
Firms and roles
- Willowridge Partners, Inc.Chief Compliance Officer/managing Director of FinancePrivate fund adviser · New York, NY · $2.5B in regulatory assets
AtlasMembers
Carlos’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
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Colleagues named on the same filings
- Jerrold NewmanPresident/founding Partner, Willowridge Partners, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carlos’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.