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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

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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
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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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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 N. 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.