Chief Investment Officer and Chief Executive Officer · Zega Investments, LLC
Derek B. Moore
CRD 2497873 · Named on Form ADV at one SEC-registered adviser
At a glance
Zega Investments, LLC, an SEC-registered asset manager based in Palm Beach Gardens, FL with $614 million in regulatory assets, lists Derek B. Moore on its Form ADV as Chief Investment Officer and Chief Executive Officer, a control person.
Firms and roles
- Zega Investments, LLCChief Investment Officer and Chief Executive OfficerAsset manager · Palm Beach Gardens, FL · $614M in regulatory assets
AtlasMembers
Derek’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
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Colleagues named on the same filings
- John A. PestrichelliExecutive Chairman, Zega Investments, LLC
- John T. McDevittChief Compliance Officer, Zega Investments, LLC
- Jillian D. BakerChief Operating Officer, Zega Investments, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Derek’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.