Chief Investment Officer · Yousif Capital Management, LLC
Edward D. Goard
CRD 5100875 · Named on Form ADV at one SEC-registered adviser
At a glance
Yousif Capital Management, LLC, an SEC-registered asset manager based in Bloomfield Hills, MI with $14.7 billion in regulatory assets, lists Edward D. Goard on its Form ADV as Chief Investment Officer, a control person.
Firms and roles
- Yousif Capital Management, LLCChief Investment OfficerAsset manager · Bloomfield Hills, MI · $15B in regulatory assets
AtlasMembers
Edward’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
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Kevin K. YousifPresident, Yousif Capital Management, LLC
- Rosanna BennettChief Compliance Officer, Yousif Capital Management, LLC
- Geoffrey G. RossiChief Operating Officer, Yousif Capital Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edward’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.