Chief Investment Officer and Portfolio Manager · Lizard Investors LLC
Jonathan D. Moog
CRD 6772796 · Named on Form ADV at one SEC-registered adviser
At a glance
Lizard Investors LLC, an SEC-registered private fund adviser based in Chicago, IL with $233 million in regulatory assets, lists Jonathan D. Moog on its Form ADV as Chief Investment Officer and Portfolio Manager, a control person.
Firms and roles
- Lizard Investors LLCChief Investment Officer and Portfolio ManagerPrivate fund adviser · Chicago, IL · $233M in regulatory assets
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
- 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
- Thomas E. KingOutsourced Chief Financial Officer, Lizard Investors LLC
- Leah J. ZellTrustee of LJZ Revocable Trust, Lizard Investors LLC
- Randy J. HeinigChief Compliance Officer, Lizard Investors LLC
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.