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Assistant Secretary, Assistant General Counsel, and Assistant Compliance Officer · Bexil Advisers LLC

Donald Klimoski

CRD 6854924 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Bexil Advisers LLC, an SEC-registered asset manager based in Walpole, NH with $307 million in regulatory assets, lists Donald Klimoski on its Form ADV as Assistant Secretary, Assistant General Counsel, and Assistant Compliance Officer, a control person. The SEC filings also name Donald at 1 other registered adviser.

Firms and roles

  • Bexil Advisers LLCAssistant Secretary, Assistant General Counsel, and Assistant Compliance OfficerAsset manager · Walpole, NH · $307M in regulatory assets
  • Midas Management CorporationAssistant Secretary, Assistant General Counsel, and Assistant Compliance OfficerAsset manager · Walpole, NH · $93M 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
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Thomas F. OmalleyChief Financial Officer, Chief Accounting Officer, Treasurer, and Elected Manager, Bexil Advisers LLC
  • Thomas B. WinmillElected Manager, Chief Executive Officer, President, Chief Legal Officer, Bexil Advisers LLC
  • Russell L. KamermanSecretary, General Counsel, Chief Compliance Officer, Bexil Advisers LLC
  • Mark C. WinmillExecutive Vice President and Chief Investment Strategist, Midas Management Corporation

Something 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.