Chief Operating Officer, Chief Compliance Officer · North Reef Capital Management LP
Daniel M. Locasto
CRD 6206082 · Named on Form ADV at one SEC-registered adviser
At a glance
North Reef Capital Management LP, an SEC-registered private fund adviser based in Laguna Beach, CA with $4.1 billion in regulatory assets, lists Daniel M. Locasto on its Form ADV as Chief Operating Officer, Chief Compliance Officer, a control person.
Firms and roles
- North Reef Capital Management LPChief Operating Officer, Chief Compliance OfficerPrivate fund adviser · Laguna Beach, CA · $4.1B in regulatory assets
AtlasMembers
Daniel’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
- Locked
- 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
- James H HannaLimited Partner, North Reef Capital Management LP
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.