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Chief Financialofficer · 5clp Advisor

Jason T. Roos

CRD 5387516 · Named on Form ADV at 2 SEC-registered advisers

At a glance

5clp Advisor, an SEC-registered asset manager based in New York, NY with $602 million in regulatory assets, lists Jason T. Roos on its Form ADV as Chief Financialofficer, a control person. The SEC filings also name Jason at 1 other registered adviser.

Firms and roles

  • 5clp AdvisorChief FinancialofficerAsset manager · New York, NY · $602M in regulatory assets
  • 5c AdvisorChief Financial OfficerPrivate fund adviser · New York, NY · $262M 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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
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

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.