Managing Member, Chief Compliance Officer · Crystal Rock Capital Management, LLC.
Jay H. Freedman
CRD 4221546 · Named on Form ADV at one SEC-registered adviser
At a glance
Crystal Rock Capital Management, LLC., an SEC-registered private fund adviser based in Bannockburn, IL with $204 million in regulatory assets, lists Jay H. Freedman on its Form ADV as Managing Member, Chief Compliance Officer, a control person.
Firms and roles
- Crystal Rock Capital Management, LLC.Managing Member, Chief Compliance OfficerPrivate fund adviser · Bannockburn, IL · $204M in regulatory assets
AtlasMembers
Jay’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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- 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.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jay’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.