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Founder, Chief Investment Officer, and Chief Executive Officer · Phase 3 Capital Management LLC

Ethan S. Youderian

CRD 2522672 · Named on Form ADV at one SEC-registered adviser

At a glance

Phase 3 Capital Management LLC, an SEC-registered private fund adviser based in Boca Raton, FL with $2.5 billion in regulatory assets, lists Ethan S. Youderian on its Form ADV as Founder, Chief Investment Officer, and Chief Executive Officer, a control person.

Firms and roles

  • Phase 3 Capital Management LLCFounder, Chief Investment Officer, and Chief Executive OfficerPrivate fund adviser · Boca Raton, FL · $2.5B in regulatory assets

AtlasMembers

Ethan’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

  • Shane B. HooverPortfolio Manager and Founding Principal, Phase 3 Capital Management LLC
  • Karim S. AlwanPortfolio Manager, and Founding Principal, Phase 3 Capital Management LLC

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