Senior VP of Finance and Accounting · Closed Loop Capital Management
Erik L. Avni
CRD 6988871 · Named on Form ADV at one SEC-registered adviser
At a glance
Closed Loop Capital Management, an SEC-registered private fund adviser based in New York, NY with $466 million in regulatory assets, lists Erik L. Avni on its Form ADV as Senior VP of Finance and Accounting.
Firms and roles
- Closed Loop Capital ManagementSenior VP of Finance and AccountingPrivate fund adviser · New York, NY · $466M in regulatory assets
AtlasMembers
Erik’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
- 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
- Ron GonenFounder, Closed Loop Capital Management
- Tazia D. SmithChief Executive Officer, Closed Loop Capital Management
- Talia G. JarvisChief Compliance Officer and Chief Legal Officer, Closed Loop Capital Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Erik’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.