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Trustee · Advantage Capital

Daniel F. Wagner

CRD 6335240 · Named on Form ADV at one SEC-registered adviser

At a glance

Advantage Capital, an SEC-registered private fund adviser based in New Orleans, LA with $1.3 billion in regulatory assets, lists Daniel F. Wagner on its Form ADV as Trustee, a control person.

Firms and roles

  • Advantage CapitalTrusteePrivate fund adviser · New Orleans, LA · $1.3B 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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Steven T. StullPresident, Chief Executive Officer and Board Member of Advantage Capital Management Corporation, Advantage Capital
  • Matthew S. MurphyVice President and Board Member of Advantage Capital Management Corporation, Advantage Capital
  • Michael T. JohnsonVice President, Chief Legal Officer, Chief Compliance Officer and Board Member of Advantage Capital Management Corporation, Advantage Capital
  • Thomas BittingManager and Member of Advantage Capital Solar Holdings IV, LLC, Advantage Capital
  • Boudreaux L. FranchescaChief Financial Officer of Advantage Capital Management Corporation, Advantage Capital

1 more person named with Daniel on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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.