Manager · F/m Investments LLC
Charles A. Brizius
CRD 2168268 · Named on Form ADV at 8 SEC-registered advisers
At a glance
F/m Investments LLC, an SEC-registered asset manager based in Washington, DC with $17.7 billion in regulatory assets, lists Charles A. Brizius on its Form ADV as Manager, a control person. The SEC filings also name Charles at 7 other registered advisers.
Firms and roles
- F/m Investments LLCManagerAsset manager · Washington, DC · $18B in regulatory assets
- Emerald Advisers, LLCMember/managerAsset manager · Leola, PA · $3.3B in regulatory assets
- Emerald Investment Advisers, LLCMember/managerAsset manager · Leola, PA · $2.3B in regulatory assets
- Emerald Mutual Fund Advisers TrustMember/managerAsset manager · Leola, PA · $2.1B in regulatory assets
- MAR Vista Investment Partners, LLCMember/managerAsset manager · LOS Angeles, CA · $1.1B in regulatory assets
- Conservation Resource Partners, LLCManagerPrivate fund adviser · Exeter, NH · $822M in regulatory assets
- AJO Vista, AN Emerald CompanyMember/managerAsset manager · Leola, PA · $29M in regulatory assets
- Emerald Separate Account Management LLCMember/managerPrivate fund adviser · Leola, PA · $21M in regulatory assets
AtlasMembers
Charles’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
- 8 firmsLocked
- Control-person status
- 8 firmsLocked
- 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 (27)
- Alexander R. MorrisChief Executive Officer, F/m Investments LLC
- Adam V. CrollDirector of Trading and Operations, F/m Investments LLC
- Kirk JohnsonGeneral Counsel and Chief Operating Officer, F/m Investments LLC
- Timothy DolanChief Financial Officer, F/m Investments LLC
- Alison H. MillerChief Compliance Officer, F/m Investments LLC
22 more people named with Charles on the same filings, with titles and firms. Free in Atlas with a free account.
See all 27 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.