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Limited Partner · Istari Capital Management LP

Jason S. Lupatkin

CRD 8326986 · Named on Form ADV at one SEC-registered adviser

At a glance

Istari Capital Management LP, an SEC-registered asset manager based in Santa Monica, CA with $0 in regulatory assets, lists Jason S. Lupatkin on its Form ADV as Limited Partner, a control person.

Firms and roles

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

Colleagues named on the same filings

  • William E. TodebushChief Compliance Officer/chief Financial Officer/chief Operating Officer, Istari Capital Management LP

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.