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President, Portfolio Manager · Newgen Asset Management Limited

David R. Dattels

CRD 7061960 · Named on Form ADV at one SEC-registered adviser

At a glance

Newgen Asset Management Limited, an SEC-registered private fund adviser based in Toronto, Ontario, Canada with $775 million in regulatory assets, lists David R. Dattels on its Form ADV as President, Portfolio Manager, a control person.

Firms and roles

AtlasMembers

David’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
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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

  • Christopher D. RowanPortfolio Manager, Head Trader, Newgen Asset Management Limited
  • Norman T. ChangPortfolio Manager, Newgen Asset Management Limited
  • Olga GerginChief Compliance Officer, Chief Financial Officer, Newgen Asset Management Limited

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