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Managing Director, Chief Financial Officer and Chief Compliance Officer · Falcon Investment Advisors, LLC

Jason D. Ash

CRD 4784285 · Named on Form ADV at one SEC-registered adviser

At a glance

Falcon Investment Advisors, LLC, an SEC-registered private fund adviser based in Boston, MA with $3.3 billion in regulatory assets, lists Jason D. Ash on its Form ADV as Managing Director, Chief Financial Officer and Chief Compliance Officer, a control person.

Firms and roles

  • Falcon Investment Advisors, LLCManaging Director, Chief Financial Officer and Chief Compliance OfficerPrivate fund adviser · Boston, MA · $3.3B in regulatory assets

AtlasMembers

Jason’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.