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Chief Investment Officer · Graceada Partners

Jonathan D. Salzberg

CRD 8129727 · Named on Form ADV at one SEC-registered adviser

At a glance

Graceada Partners, an SEC-registered asset manager based in Modesto, CA with $273 million in regulatory assets, lists Jonathan D. Salzberg on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

  • Graceada PartnersChief Investment OfficerAsset manager · Modesto, CA · $273M 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
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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.

Colleagues named on the same filings (7)

2 more people named with Jonathan on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

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.