CFO · Locorr Fund Management, LLC
Jon Chadwick Essen
CRD 2469593 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Locorr Fund Management, LLC, an SEC-registered asset manager based in Excelsior, MN with $2.5 billion in regulatory assets, lists Jon Chadwick Essen on its Form ADV as CFO, a control person. The SEC filings also name Jon at 1 other registered adviser.
Firms and roles
- Locorr Fund Management, LLCCFOAsset manager · Excelsior, MN · $2.5B in regulatory assets
- Steben & Company, LLCChief Financial OfficerPrivate fund adviser · Excelsior, MN · $69M in regulatory assets
AtlasMembers
Jon’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
- Kevin Michael KinzieCEO, Locorr Fund Management, LLC
- Brian F HullCCO, Locorr Fund 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 Jon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.