Co-Founder, Managing Member and Co-Trustee of Jordan & Dori Katz Family Trust of 2006 · Angeles Equity Partners, LLC
Jordan W. Katz
CRD 4403097 · Named on Form ADV at one SEC-registered adviser
At a glance
Angeles Equity Partners, LLC, an SEC-registered private fund adviser based in LOS Angeles, CA with $1.2 billion in regulatory assets, lists Jordan W. Katz on its Form ADV as Co-Founder, Managing Member and Co-Trustee of Jordan & Dori Katz Family Trust of 2006, a control person.
Firms and roles
- Angeles Equity Partners, LLCCo-Founder, Managing Member and Co-Trustee of Jordan & Dori Katz Family Trust of 2006Private fund adviser · LOS Angeles, CA · $1.2B 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
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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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Colleagues named on the same filings
- Timothy P. MeyerCo-Founder, Managing Member and Co-Trustee of S + T Meyer Family Trust, Angeles Equity Partners, LLC
- Annie A. ChauChief Operating Officer & Chief Compliance Officer, Angeles Equity Partners, LLC
- Dori P. KatzCo-Trustee of Jordan & Dori Katz Family Trust of 2006, Angeles Equity Partners, LLC
- Sandra N. MeyerCo-Trustee of S + T Meyer Family Trust, Angeles Equity Partners, LLC
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.