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Co-Chief Executive Officer · Avant Management LLC

Jacob L. Nagy

CRD 5533129 · Named on Form ADV at one SEC-registered adviser

At a glance

Avant Management LLC, an SEC-registered private fund adviser based in Denver, CO with $449 million in regulatory assets, lists Jacob L. Nagy on its Form ADV as Co-Chief Executive Officer, a control person.

Firms and roles

  • Avant Management LLCCo-Chief Executive OfficerPrivate fund adviser · Denver, CO · $449M in regulatory assets

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
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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

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.