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Chief Investment Officer · Yale Capital Corp.

Cheyne C. Pace

CRD 2526747 · Named on Form ADV at one SEC-registered adviser

At a glance

Yale Capital Corp., an SEC-registered wealth manager based in St. Petersburg, FL with $5.6 billion in regulatory assets, lists Cheyne C. Pace on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

  • Yale Capital Corp.Chief Investment OfficerWealth manager · St. Petersburg, FL · $5.6B in regulatory assets

AtlasMembers

Cheyne’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
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When each role began
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Each firm’s assets and growth
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Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cheyne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.