Chief Compliance Officer · Castle Ridge Asset Management Limited
Jason Bernstein
CRD 7988099 · Named on Form ADV at one SEC-registered adviser
At a glance
Castle Ridge Asset Management Limited, an SEC-registered private fund adviser based in Toronto, Ontario, Canada with $301 million in regulatory assets, lists Jason Bernstein on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Castle Ridge Asset Management LimitedChief Compliance OfficerPrivate fund adviser · Toronto, Ontario, Canada · $301M 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
- 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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Colleagues named on the same filings
- Michael P. PetruzellaChief Investment Officer, Castle Ridge Asset Management Limited
- Alexei (. BogdanChief Scientific Officer, Castle Ridge Asset Management Limited
- Aaron J. De Valois-FranklinChief Executive Officer, Castle Ridge Asset Management Limited
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.