Chief Operating Officer / Partner · Bakeravenue
Gerald M. Luff
CRD 2228420 · Named on Form ADV at one SEC-registered adviser
At a glance
Bakeravenue, an SEC-registered wealth manager based in SAN Francisco, CA with $5.1 billion in regulatory assets, lists Gerald M. Luff on its Form ADV as Chief Operating Officer / Partner, a control person.
Firms and roles
- BakeravenueChief Operating Officer / PartnerWealth manager · SAN Francisco, CA · $5.1B 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 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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Colleagues named on the same filings (9)
- Simon G. BakerExecutive Chairman / Partner, Bakeravenue
- King S. LipChief Strategist / Partner, Bakeravenue
- Doug S. CoudenChief Investment Officer / Partner, Bakeravenue
- Scott C. StephensManaging Director / Partner, Bakeravenue
- Sharon SimpsonPartner, Bakeravenue
4 more people named with Gerald 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 Gerald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.