Chief Compliance Officer and Director of Operations · Sora Investors
Jenell K. Wunsch
CRD 5100176 · Named on Form ADV at one SEC-registered adviser
At a glance
Sora Investors, an SEC-registered private fund adviser based in Bryn Mawr, PA with $2.6 billion in regulatory assets, lists Jenell K. Wunsch on its Form ADV as Chief Compliance Officer and Director of Operations, a control person.
Firms and roles
- Sora InvestorsChief Compliance Officer and Director of OperationsPrivate fund adviser · Bryn Mawr, PA · $2.6B in regulatory assets
AtlasMembers
Jenell’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
- Locked
- 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
- Karl K RichterChief Investment Officer and Managing Partner, Sora Investors
- Larry Y. GePortfolio Manager and Partner, Sora Investors
- Samir ShahPortfolio Manager and Partner, Sora Investors
- Andrew L. LettingaChief Operating Officer, Sora Investors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jenell’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.