Chief Compliance Officer · Frank, Rimerman Advisors LLC
Dahlia D Black
CRD 3026273 · Named on Form ADV at 4 SEC-registered advisers
At a glance
Frank, Rimerman Advisors LLC, an SEC-registered wealth manager based in Palo Alto, CA with $3.4 billion in regulatory assets, lists Dahlia D Black on its Form ADV as Chief Compliance Officer. The SEC filings also name Dahlia at 3 other registered advisers.
Firms and roles
- Frank, Rimerman Advisors LLCChief Compliance OfficerWealth manager · Palo Alto, CA · $3.4B in regulatory assets
- Counterpoint FundsChief Compliance OfficerAsset manager · SAN Diego, CA · $3.2B in regulatory assets
- Monetta Financial Services IncChief Compliance OfficerAsset manager · Wheaton, IL · $145M in regulatory assets
- Sumitomo Mitsui Trust Asset Management Americas, Inc.Chief Compliance OfficerAsset manager · New York, NY · $0M in regulatory assets
AtlasMembers
Dahlia’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
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- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings (10)
- Michael J. RewkiewiczAdministrative Oversight Managerof Frank, Rimerman Advisors LLC, Frank, Rimerman Advisors LLC
- John C. KoudsiManaging Member, Chief Strategic Officer, Counterpoint Funds
- Michael B. KrauseManaging Member, Chief Operating Officer, Counterpoint Funds
- Daniel W. KrauseManaging Member, Chief Marketing Officer, Counterpoint Funds
- Robert S. BacarellaChairman/president & Director, Monetta Financial Services Inc
5 more people named with Dahlia 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 Dahlia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.