Owner, Chief Investment Officer & Chief Compliance Officer · Lilliano Capital Management LLC
Jacob N. Pacini
CRD 6196056 · Named on Form ADV at one SEC-registered adviser
At a glance
Lilliano Capital Management LLC, an SEC-registered wealth manager based in Phoenix, AZ with $168 million in regulatory assets, lists Jacob N. Pacini on its Form ADV as Owner, Chief Investment Officer & Chief Compliance Officer, a control person.
Firms and roles
- Lilliano Capital Management LLCOwner, Chief Investment Officer & Chief Compliance OfficerWealth manager · Phoenix, AZ · $168M 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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
- Locked
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.