Trustee · Symbiotic Capital
David M. Tanen
CRD 3222373 · Named on Form ADV at one SEC-registered adviser
At a glance
Symbiotic Capital, an SEC-registered private fund adviser based in LOS Angeles, CA with $1.1 billion in regulatory assets, lists David M. Tanen on its Form ADV as Trustee, a control person.
Firms and roles
- Symbiotic CapitalTrusteePrivate fund adviser · LOS Angeles, CA · $1.1B 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
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Himani BhallaSenior Managing Director, Chief Investment Officer, Member, Symbiotic Capital
- Joshua L. BradleySenior Managing Director, Member, Symbiotic Capital
- Daniel T KimCFO & CCO, Symbiotic Capital
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.