Member · Variant Investments
Joseph C Zimlich
CRD 6879324 · Named on Form ADV at one SEC-registered adviser
At a glance
Variant Investments, an SEC-registered asset manager based in Portland, OR with $2.6 billion in regulatory assets, lists Joseph C Zimlich on its Form ADV as Member, a control person.
Firms and roles
- Variant InvestmentsMemberAsset manager · Portland, OR · $2.6B in regulatory assets
AtlasMembers
Joseph’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 (7)
- Jerald B. HayesManaging Member, Variant Investments
- Robert W. ElsasserManaging Member, Variant Investments
- Curtis N. FintelManaging Member, Variant Investments
- Brian L. KlemszMember, Variant Investments
- Kristin A. CookChief Operating Officer, Variant Investments
2 more people named with Joseph on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.