Sole Member · Ptma Investment Advisors
Donald J. Edwards
CRD 1881830 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Ptma Investment Advisors, an SEC-registered private fund adviser based in Denver, CO with $104.2 billion in regulatory assets, lists Donald J. Edwards on its Form ADV as Sole Member, a control person. The SEC filings also name Donald at 2 other registered advisers.
Firms and roles
- Ptma Investment AdvisorsSole MemberPrivate fund adviser · Denver, CO · $104B in regulatory assets
- Ptma Investment AdvisorsSole MemberPrivate fund adviser · Naperville, IL · $31B in regulatory assets
- Flexpoint Ford, LLCExecutive ChairmanPrivate fund adviser · Miami, FL · $7.9B in regulatory assets
AtlasMembers
Donald’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 (10)
- Todd W. AltonChief Executive Officer, Ptma Investment Advisors
- Othneil S. WaudChief Investment Officer Lgips, Ptma Investment Advisors
- Ian K. VoermannChief Financial Officer, Ptma Investment Advisors
- Brandon T. SwensenChief Investment Officer, Ptma Investment Advisors
- Shannon M. SeiferthInterim Chief Compliance Officer/regulatory Attorney, Ptma Investment Advisors
5 more people named with Donald on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.