Chief Compliance Officer and Managing Partner · Millennia Global Investors, LLC
Joe Zhao
CRD 5753011 · Named on Form ADV at one SEC-registered adviser
At a glance
Millennia Global Investors, LLC, an SEC-registered private fund adviser based in New York, NY with $516 million in regulatory assets, lists Joe Zhao on its Form ADV as Chief Compliance Officer and Managing Partner, a control person.
Firms and roles
- Millennia Global Investors, LLCChief Compliance Officer and Managing PartnerPrivate fund adviser · New York, NY · $516M in regulatory assets
AtlasMembers
Joe’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.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joe’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.