Trustee · 1888 Investments, LLC
David L. Robertson
CRD 7886248 · Named on Form ADV at one SEC-registered adviser
At a glance
1888 Investments, LLC, an SEC-registered private fund adviser based in Denver, CO with $5.9 billion in regulatory assets, lists David L. Robertson on its Form ADV as Trustee, a control person.
Firms and roles
- 1888 Investments, LLCTrusteePrivate fund adviser · Denver, CO · $5.9B 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 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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Colleagues named on the same filings (6)
- Christopher C. WelkerPresident & Chief Operating Officer / Elected Manager, 1888 Investments, LLC
- Kelly A. WappTreasurer, 1888 Investments, LLC
- Christopher C. DriesChief Investment Officer / Elected Manager, 1888 Investments, LLC
- Kevin J TaylorChief Compliance Officer, Secretary and General Counsel, 1888 Investments, LLC
- David J MayElected Manager, 1888 Investments, LLC
1 more person named with David on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething 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.