Managing Director · Caltius Capital Management, LP
Frederick H. Shuart
CRD 2780072 · Named on Form ADV at one SEC-registered adviser
At a glance
Caltius Capital Management, LP, an SEC-registered private fund adviser based in LOS Angeles, CA with $1.1 billion in regulatory assets, lists Frederick H. Shuart on its Form ADV as Managing Director, a control person.
Firms and roles
- Caltius Capital Management, LPManaging DirectorPrivate fund adviser · LOS Angeles, CA · $1.1B in regulatory assets
AtlasMembers
Frederick’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 (9)
- James B. UpchurchPresident, Caltius Capital Management, LP, Caltius Capital Management, LP
- Michael A. KaneManaging Director, Caltius Capital Management, LP, Caltius Capital Management, LP
- Gregory J. HoworthManaging Director, Caltius Capital Management, LP, Caltius Capital Management, LP
- Garrick N. AhnManaging Director, Caltius Capital Management, LP, Caltius Capital Management, LP
- Michael J. MorganManaging Director, Caltius Capital Management, LP, Caltius Capital Management, LP
4 more people named with Frederick on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Frederick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.