Owner · Soundwatch Capital, LLC
Jan E Bos
CRD 6441743 · Named on Form ADV at one SEC-registered adviser
At a glance
Soundwatch Capital, LLC, an SEC-registered asset manager based in Dallas, TX with $1.0 billion in regulatory assets, lists Jan E Bos on its Form ADV as Owner, a control person.
Firms and roles
- Soundwatch Capital, LLCOwnerAsset manager · Dallas, TX · $1.0B in regulatory assets
AtlasMembers
Jan’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
- Maxwell R. BakerChief Compliance Officer, Soundwatch Capital, LLC
- Dimitris MarkopoulosManaging Member, Soundwatch Capital, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.