Member, Managing Member, Chief Compliance Officer · Coburn Barrett, LLC
Eleanor B. Wehlen
CRD 6193029 · Named on Form ADV at one SEC-registered adviser
At a glance
Coburn Barrett, LLC, an SEC-registered private fund adviser based in SAN Francisco, CA with $113 million in regulatory assets, lists Eleanor B. Wehlen on its Form ADV as Member, Managing Member, Chief Compliance Officer, a control person.
Firms and roles
- Coburn Barrett, LLCMember, Managing Member, Chief Compliance OfficerPrivate fund adviser · SAN Francisco, CA · $113M in regulatory assets
AtlasMembers
Eleanor’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
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 WehlenManaging Member, Senior Portfolio Manager, Coburn Barrett, LLC
- Andrew C. BrighamMember, Investment Strategist, Coburn Barrett, LLC
- Rainer GenschelMember, Portfolio Manager, Coburn Barrett, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eleanor’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.