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VP Finance and CCO · Lock 8 Partners

Jonathan D. Saad

CRD 8063352 · Named on Form ADV at one SEC-registered adviser

At a glance

Lock 8 Partners, an SEC-registered private fund adviser based in New York, NY with $415 million in regulatory assets, lists Jonathan D. Saad on its Form ADV as VP Finance and CCO, a control person.

Firms and roles

  • Lock 8 PartnersVP Finance and CCOPrivate fund adviser · New York, NY · $415M 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
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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.

Colleagues named on the same filings

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.