Chief Operations Officer · Sarmaya Partners, LLC
Karl R. Engelmann
CRD 2524438 · Named on Form ADV at one SEC-registered adviser
At a glance
Sarmaya Partners, LLC, an SEC-registered asset manager based in SAN Antonio, TX with $33 million in regulatory assets, lists Karl R. Engelmann on its Form ADV as Chief Operations Officer, a control person.
Firms and roles
- Sarmaya Partners, LLCChief Operations OfficerAsset manager · SAN Antonio, TX · $33M in regulatory assets
AtlasMembers
Karl’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
- Wasif A. LatifChief Investment Officer, Sarmaya Partners, LLC
- Julie C. ParhamChief Compliance Officer, Sarmaya 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 Karl’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.