Benefits Trustee · Hildene Capital Management
Jack J. Carlisle
CRD 8246211 · Named on Form ADV at one SEC-registered adviser
At a glance
Hildene Capital Management, an SEC-registered private fund adviser based in Stamford, CT with $20.2 billion in regulatory assets, lists Jack J. Carlisle on its Form ADV as Benefits Trustee, a control person.
Firms and roles
- Hildene Capital ManagementBenefits TrusteePrivate fund adviser · Stamford, CT · $20B in regulatory assets
AtlasMembers
Jack’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 (8)
- Brett R. JeffersonPresident, Co-Chief Investment Officer and Manager, Hildene Capital Management
- John W. ScannellSenior Advisor, Hildene Capital Management
- Dushyant MehraCo-Chief Investment Officer, Hildene Capital Management
- Justin G GregoryPortfolio Manager, Hildene Capital Management
- Lisa B. HarrisChief Compliance Officer, Hildene Capital Management
3 more people named with Jack on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jack’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.