Trustee · Penso Advisors, LLC
Dustin J. Barzell
CRD 8208119 · Named on Form ADV at one SEC-registered adviser
At a glance
Penso Advisors, LLC, an SEC-registered private fund adviser based in New York, NY with $1.1 billion in regulatory assets, lists Dustin J. Barzell on its Form ADV as Trustee.
Firms and roles
- Penso Advisors, LLCTrusteePrivate fund adviser · New York, NY · $1.1B in regulatory assets
AtlasMembers
Dustin’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
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Ari BergmannPrincipal, Penso Advisors, LLC
- Jaime ShechterChief Operating Officer, Penso Advisors, LLC
- Leigh V. WaxmanChief Compliance Officer, Penso Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dustin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.