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Managing Partner and Chief Compliance Officer · Dreams Investment Solutions

Jacob H. Hardy

CRD 8194348 · Named on Form ADV at one SEC-registered adviser

At a glance

Dreams Investment Solutions, an SEC-registered asset manager based in Folsom, CA with $0 in regulatory assets, lists Jacob H. Hardy on its Form ADV as Managing Partner and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Jacob’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.

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