Trustee · O'connor Alternative Investments, LLC
Casey J. Lutnick
CRD 8176969 · Named on Form ADV at 4 SEC-registered advisers
At a glance
O'connor Alternative Investments, LLC, an SEC-registered private fund adviser based in New York, NY with $16.4 billion in regulatory assets, lists Casey J. Lutnick on its Form ADV as Trustee. The SEC filings also name Casey at 3 other registered advisers.
Firms and roles
- O'connor Alternative Investments, LLCTrusteePrivate fund adviser · New York, NY · $16B in regulatory assets
- Cantor Fitzgerald Investment AdvisorsTrusteeAsset manager · New York, NY · $3.2B in regulatory assets
- Smith Group Asset Management, LLCTrusteeWealth manager · Dallas, TX · $1.4B in regulatory assets
- Cantor Fitzgerald Energy Advisors, LLCTrusteeAsset manager · New York, NY · $0M in regulatory assets
AtlasMembers
Casey’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 each firm
- 4 firmsLocked
- Control-person status
- Locked
- 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 (14)
- William J. FerriGlobal Head of Asset Management, O'connor Alternative Investments, LLC
- Danny H. SalinasChief Financial Officer, O'connor Alternative Investments, LLC
- Joseph T. GiaimoChief Operating Officer, O'connor Alternative Investments, LLC
- Adam M. BrajerSecretary, O'connor Alternative Investments, LLC
- Charles MathysChief Compliance Officer, O'connor Alternative Investments, LLC
9 more people named with Casey on the same filings, with titles and firms. Free in Atlas with a free account.
See all 14 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Casey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.