Member and Managing Director · ESO Management Services LLC
James D. Lackie
CRD 6121120 · Named on Form ADV at one SEC-registered adviser
At a glance
ESO Management Services LLC, an SEC-registered private fund adviser based in SAN Mateo, CA with $411 million in regulatory assets, lists James D. Lackie on its Form ADV as Member and Managing Director, a control person.
Firms and roles
- ESO Management Services LLCMember and Managing DirectorPrivate fund adviser · SAN Mateo, CA · $411M in regulatory assets
AtlasMembers
James’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
- Locked
- 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.
Colleagues named on the same filings
- Stephen M. RobertsMember and Managing Director, ESO Management Services LLC
- Scott S. ChouMember and Managing Director, ESO Management Services LLC
- James M. SousoulasChief Financial Officer, ESO Management Services LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.