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President, Chief Executive Officer · Tricon

Gary I. Berman

CRD 2931767 · Named on Form ADV at one SEC-registered adviser

At a glance

Tricon, an SEC-registered private fund adviser based in Toronto, Canada with $152 million in regulatory assets, lists Gary I. Berman on its Form ADV as President, Chief Executive Officer, a control person.

Firms and roles

  • TriconPresident, Chief Executive OfficerPrivate fund adviser · Toronto, Canada · $152M in regulatory assets

AtlasMembers

Gary’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
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

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