President/general Counsel/chief Compliance Officer · CI Capital Partners
Jordan S. Bernstein
CRD 2916513 · Named on Form ADV at one SEC-registered adviser
At a glance
CI Capital Partners, an SEC-registered private fund adviser with $329 million in regulatory assets, lists Jordan S. Bernstein on its Form ADV as President/general Counsel/chief Compliance Officer, a control person.
Firms and roles
- CI Capital PartnersPresident/general Counsel/chief Compliance OfficerPrivate fund adviser · United States · $329M in regulatory assets
AtlasMembers
Jordan’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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Colleagues named on the same filings
- Patrick T. FarrellChief Financial Officer, CI Capital Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jordan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.