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Chief Investment Officer, Limited Partner · Defilade Capital Management, L.P.

Jonathan L. Forman

CRD 5336242 · Named on Form ADV at one SEC-registered adviser

At a glance

Defilade Capital Management, L.P., an SEC-registered private fund adviser based in Emeryville, CA with $1.5 billion in regulatory assets, lists Jonathan L. Forman on its Form ADV as Chief Investment Officer, Limited Partner, a control person.

Firms and roles

AtlasMembers

Jonathan’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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Search and export owners by title, state and firm size
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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

  • Patrick P. MetkeChief Compliance Officer, Chief Operating Officer, Defilade Capital Management, L.P.
  • Mark A. LaPortaChief Data Scientist, Defilade Capital Management, L.P.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.