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Chief Financial Officer, Principal · Merganser Capital Management, LLC

Jeffrey C. Addis

CRD 1445627 · Named on Form ADV at one SEC-registered adviser

At a glance

Merganser Capital Management, LLC, an SEC-registered asset manager based in Boston, MA with $17.7 billion in regulatory assets, lists Jeffrey C. Addis on its Form ADV as Chief Financial Officer, Principal, a control person.

Firms and roles

AtlasMembers

Jeffrey’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 (6)

  • Andrew M SmockCo-Chief Investment Officer, Principal, Director (chairman), Merganser Capital Management, LLC
  • Marc G. PugliaDirector, Merganser Capital Management, LLC
  • Michael J. CloutierChief Executive Officer, Managing Principal, Director, Merganser Capital Management, LLC
  • Kimberly A. VossChief Compliance Officer, Principal, Merganser Capital Management, LLC
  • Paul J. SalemDirector, Merganser Capital Management, LLC

1 more person named with Jeffrey on the same filings, with titles and firms. Free in Atlas with a free account.

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