Chief Compliance Officer · The O.H.I.O. Fund
Jonathan M. Wowak
CRD 5755578 · Named on Form ADV at 3 SEC-registered advisers
At a glance
The O.H.I.O. Fund, an SEC-registered private fund adviser based in Cleveland, OH with $475 million in regulatory assets, lists Jonathan M. Wowak on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Jonathan at 2 other registered advisers.
Firms and roles
- The O.H.I.O. FundChief Compliance OfficerPrivate fund adviser · Cleveland, OH · $475M in regulatory assets
- Alterna Wealth Management, Inc.Chief Compliance OfficerWealth manager · Houston, TX · $1.4B in regulatory assets
- Percent Advisors LLCChief Compliance OfficerPrivate fund adviser · New York, NY · $70M 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 each firm
- 3 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 (9)
- Mark D. KvammeMember; CEO & Chief Investment Officer, The O.H.I.O. Fund
- Raymond LeachMember; President, The O.H.I.O. Fund
- Jill MeyerCOO & Chief Relationship Officer, The O.H.I.O. Fund
- Michael VenerableDirector of Healthcare & Life Sciences, The O.H.I.O. Fund
- Francisco X. MazaChief Executive Officer, Alterna Wealth Management, Inc.
4 more people named with Jonathan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething 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.