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Member · Charbeth Advisory L.L.C.

Elisa Thielen Vallenilla

CRD 8285425 · Named on Form ADV at one SEC-registered adviser

At a glance

Charbeth Advisory L.L.C., an SEC-registered asset manager with $370 million in regulatory assets, lists Elisa Thielen Vallenilla on its Form ADV as Member, a control person.

Firms and roles

AtlasMembers

Elisa’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
1 firmLocked
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

  • Xavier VegasManaging Member; Chief Compliance Officer, Charbeth Advisory L.L.C.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Elisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.