Director of Investment Research · Sali Fund Services
James P. Philp
CRD 7713091 · Named on Form ADV at one SEC-registered adviser
At a glance
Sali Fund Services, an SEC-registered private fund adviser based in Austin, TX with $46.0 billion in regulatory assets, lists James P. Philp on its Form ADV as Director of Investment Research, a control person.
Firms and roles
- Sali Fund ServicesDirector of Investment ResearchPrivate fund adviser · Austin, TX · $46B 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
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Chi ChangChief Compliance Officer / General Counsel, Sali Fund Services
- Gregory W. BellushChief Financial Officer, Sali Fund Services
- Jonas C. KatzChief Marketing Officer, Sali Fund Services
- Cameron J. VailManaging Director, Sali Fund Services
- Lana K BergsteinChief Operating Officer, Sali Fund Services
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.