Chairman of the Board · Capshift Advisors
Jacques P. Perold
CRD 4407744 · Named on Form ADV at one SEC-registered adviser
At a glance
Capshift Advisors, an SEC-registered asset manager based in West Newton, MA with $628 million in regulatory assets, lists Jacques P. Perold on its Form ADV as Chairman of the Board, a control person.
Firms and roles
- Capshift AdvisorsChairman of the BoardAsset manager · West Newton, MA · $628M in regulatory assets
AtlasMembers
Jacques’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
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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
- Susan E. SesslerChief Operating Officer, Capshift Advisors
- Adam ReinChief Investment Officer, Capshift Advisors
- Daniel B. DwyerCCO, Capshift Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jacques’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.