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Associate Portfolio Manager · Alpha DNA Investment Management

Joshua Chartier

CRD 8047714 · Named on Form ADV at one SEC-registered adviser

At a glance

Alpha DNA Investment Management, an SEC-registered asset manager based in Columbia, MD with $195 million in regulatory assets, lists Joshua Chartier on its Form ADV as Associate Portfolio Manager, a control person.

Firms and roles

AtlasMembers

Joshua’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Wayne P. FerbertChief Compliance Officer/ Managing Member, Alpha DNA Investment Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.