Chief Executive Officer · Driftwood Advisors, LLC
Carlos J. Rodriguez Smith
CRD 6921163 · Named on Form ADV at one SEC-registered adviser
At a glance
Driftwood Advisors, LLC, an SEC-registered private fund adviser based in Coral Gables, FL with $569 million in regulatory assets, lists Carlos J. Rodriguez Smith on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Driftwood Advisors, LLCChief Executive OfficerPrivate fund adviser · Coral Gables, FL · $569M 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
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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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Colleagues named on the same filings (7)
- Jorge L. Gomez-MollerChief Legal Officer & General Counsel, Driftwood Advisors, LLC
- Manuel A. NaviaChief Commercial Officer, Driftwood Advisors, LLC
- Stephen HodesChief Accounting Officer, Driftwood Advisors, LLC
- Glenn Marc WassermanChief Financial Officer, Driftwood Advisors, LLC
- Carlos J. RodriguezExecutive Chairman, Driftwood Advisors, LLC
2 more people named with Carlos on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething 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.