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Chief Compliance Officer · Willow Wealth

Jeffrey Moskatel

CRD 7076288 · Named on Form ADV at one SEC-registered adviser

At a glance

Willow Wealth, an SEC-registered private fund adviser based in New York, NY with $1.6 billion in regulatory assets, lists Jeffrey Moskatel on its Form ADV as Chief Compliance Officer.

Firms and roles

  • Willow WealthChief Compliance OfficerPrivate fund adviser · New York, NY · $1.6B 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 the firm
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Control-person status
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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

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.