Chief Compliance Officer · BC Partners Advisors L.P.
David I. Held
CRD 5765381 · Named on Form ADV at 3 SEC-registered advisers
At a glance
BC Partners Advisors L.P., an SEC-registered private fund adviser based in New York, NY with $6.7 billion in regulatory assets, lists David I. Held on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name David at 2 other registered advisers.
Firms and roles
- BC Partners Advisors L.P.Chief Compliance OfficerPrivate fund adviser · New York, NY · $6.7B in regulatory assets
- Mount Logan ManagementChief Compliance OfficerAsset manager · New York, NY · $2.0B in regulatory assets
- Sierra Crest Investment Management LLCChief Compliance OfficerAsset manager · New York, NY · $781M in regulatory assets
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 each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Raymond M SviderExecutive Officer, BC Partners Advisors L.P.
- Edward J. GoldthorpeOfficer, BC Partners Advisors L.P.
- Henry H. WangOfficer, BC Partners Advisors L.P.
- Fahim AhmedOfficer, BC Partners Advisors L.P.
- Brandon SatorenChief Financial Officer, Mount Logan Management
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.