Vice President · Commonfund Ocio, Inc.
Dana J. Moreau
CRD 5870902 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Commonfund Ocio, Inc., an SEC-registered private fund adviser based in Norwalk, CT with $23.9 billion in regulatory assets, lists Dana J. Moreau on its Form ADV as Vice President, a control person. The SEC filings also name Dana at 1 other registered adviser.
Firms and roles
- Commonfund Ocio, Inc.Vice PresidentPrivate fund adviser · Norwalk, CT · $24B in regulatory assets
- CF Private Equity, Inc.TreasurerPrivate fund adviser · Norwalk, CT · $18B in regulatory assets
AtlasMembers
Dana’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
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings (17)
- Carolyn N. BlanchTreasurer; Vice President, Commonfund Ocio, Inc.
- Seth W. ThomsonAssistant Secretary; Deputy General Counsel, Commonfund Ocio, Inc.
- Mark J. AnsonChair, Board of Directors; Investment Committee Member, Commonfund Ocio, Inc.
- Sharad A. SamySecretary; Chief Compliance Officer; General Counsel, Commonfund Ocio, Inc.
- Timothy T. YatesDirector; President and Chief Executive Officer; Investment Committee Member, Commonfund Ocio, Inc.
12 more people named with Dana on the same filings, with titles and firms. Free in Atlas with a free account.
See all 17 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.