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Executive Committee Secretary, Managing Partner & Head of Investor Relations · Carmel Partners

Elizabeth Tennican

CRD 2093013 · Named on Form ADV at one SEC-registered adviser

At a glance

Carmel Partners, an SEC-registered private fund adviser based in SAN Francisco, CA with $8.0 billion in regulatory assets, lists Elizabeth Tennican on its Form ADV as Executive Committee Secretary, Managing Partner & Head of Investor Relations, a control person.

Firms and roles

  • Carmel PartnersExecutive Committee Secretary, Managing Partner & Head of Investor RelationsPrivate fund adviser · SAN Francisco, CA · $8.0B in regulatory assets

AtlasMembers

Elizabeth’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
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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

  • Ron D. ZeffExecutive Committee Chair, Managing Member & Chief Executive Officer, Carmel Partners
  • Matthew T. GoldenExecutive Committee Member, General Counsel, Managing Partner & Chief Compliance Officer, Carmel Partners
  • Michael G. HalperVice Chair of Executive Committee, Carmel Partners
  • Phillip M. OwensExecutive Committee Member, Managing Partner & Chief Financial Officer, Carmel Partners
  • Bryan C. CraneExecutive Committee Member, Managing Partner & Chief Investment Officer, Carmel Partners

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