Trustee · Avanath Capital Management, LLC
Geoffrey L. Stack
CRD 866052 · Named on Form ADV at one SEC-registered adviser
At a glance
Avanath Capital Management, LLC, an SEC-registered private fund adviser based in Irvine, CA with $3.7 billion in regulatory assets, lists Geoffrey L. Stack on its Form ADV as Trustee, a control person.
Firms and roles
- Avanath Capital Management, LLCTrusteePrivate fund adviser · Irvine, CA · $3.7B in regulatory assets
AtlasMembers
Geoffrey’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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- Search and export owners by title, state and firm size
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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
- Jun N. SakumotoChief Compliance Officer, Avanath Capital Management, LLC
- Daryl J. CarterChairman and Chief Executive Officer, Avanath Capital Management, LLC
- John R. WilliamsPresident and COO, Avanath Capital Management, LLC
- Robert W. WilsonChief Investment Officer, Avanath 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 Geoffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.