Managing Partner / Chief Executive Officer · Astatine Investment Partners
James M. Metcalfe
CRD 2180277 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Astatine Investment Partners, an SEC-registered private fund adviser based in Greenwich, CT with $1.6 billion in regulatory assets, lists James M. Metcalfe on its Form ADV as Managing Partner / Chief Executive Officer, a control person. The SEC filings also name James at 1 other registered adviser.
Firms and roles
- Astatine Investment PartnersManaging Partner / Chief Executive OfficerPrivate fund adviser · Greenwich, CT · $1.6B in regulatory assets
- Astatine Investment PartnersManaging Partner / Chief Executive OfficerPrivate fund adviser · Greenwich, CT · $1.2B 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 each firm
- 2 firmsLocked
- 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
- Andrew G. BishopManaging Partner, Astatine Investment Partners
- Joseph J. KelleherSenior Advisor, Astatine Investment Partners
- Lubna RehmanChief Financial Officer, Astatine Investment Partners
- Christopher M. ReidChief Risk Officer, Astatine Investment Partners
- Matthew HuggettChief Compliance Officer / Chief Operating Officer, Astatine Investment Partners
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.