Managing Member · Taiko
Joseph D. Taiber
CRD 3141513 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Taiko, an SEC-registered asset manager based in Chicago, IL with $5.1 billion in regulatory assets, lists Joseph D. Taiber on its Form ADV as Managing Member, a control person. The SEC filings also name Joseph at 2 other registered advisers.
Firms and roles
- TaikoManaging MemberAsset manager · Chicago, IL · $5.1B in regulatory assets
- Taiber, Kosmala & Associates, LLCMemberAsset manager · Chicago, IL · $717M in regulatory assets
- Taiko Private WealthManaging MemberWealth manager · Chicago, IL · $515M 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 each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- 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
- Phillip J. KosmalaManaging Member and Chief Compliance Officer, Taiko
Something 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.