Manager & Chief Compliance Officer · Solidarity Capital Management, LLC
Jeffrey McClean
CRD 6986069 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Solidarity Capital Management, LLC, an SEC-registered private fund adviser based in Lehi, UT with $128 million in regulatory assets, lists Jeffrey McClean on its Form ADV as Manager & Chief Compliance Officer, a control person. The SEC filings also name Jeffrey at 1 other registered adviser.
Firms and roles
- Solidarity Capital Management, LLCManager & Chief Compliance OfficerPrivate fund adviser · Lehi, UT · $128M in regulatory assets
- Solidarity Wealth, LLCChief Compliance OfficerWealth manager · Lehi, UT · $704M in regulatory assets
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 each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Zachary M. WhitchurchManager, Solidarity Capital Management, LLC
- William J. MortimerManager, Solidarity Capital Management, LLC
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.