Director · AGF Investments
Charles C. Jackson
CRD 8195788 · Named on Form ADV at 2 SEC-registered advisers
At a glance
AGF Investments, an SEC-registered private fund adviser based in Boston, MA with $4.9 billion in regulatory assets, lists Charles C. Jackson on its Form ADV as Director, a control person. The SEC filings also name Charles at 1 other registered adviser.
Firms and roles
- AGF InvestmentsDirectorPrivate fund adviser · Boston, MA · $4.9B in regulatory assets
- Cypress Capital Management US LimitedDirectorWealth manager · Vancouver, British Columbia, Canada · $106M 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
- 2 firmsLocked
- Control-person status
- 2 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 (10)
- William H. DerocheSenior Vice President, Head of Quantitative Investing, AGF Investments
- Judith G. GoldringDirector/chair of the Board, AGF Investments
- Mark W. AdamsCorporate Secretary, AGF Investments
- Damion J. HendricksonManaging Director, AGF Investments
- Heather L. JustasonChief Compliance Officer, AGF Investments
5 more people named with Charles on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 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.