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Chief Compliance Officer · Nordwand Advisors

Gerald J. Kane

CRD 1598143 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Nordwand Advisors, an SEC-registered wealth manager based in Radnor, PA with $4.0 billion in regulatory assets, lists Gerald J. Kane on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Gerald at 1 other registered adviser.

Firms and roles

  • Nordwand AdvisorsChief Compliance OfficerWealth manager · Radnor, PA · $4.0B in regulatory assets
  • Nordwand Investments, LLCChief Compliance OfficerPrivate fund adviser · Radnor, PA · $45M in regulatory assets

AtlasMembers

Gerald’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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
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

  • James F. MartinChief Executive Officer and Chief Investment Officer, Nordwand Advisors
  • Lisa DimterChief Adminstrative Officer, Nordwand Advisors

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