Chief Executive Officer; Elected Manager; Member · Cross Creek Advisors, LLC
Karolyn D. Barker
CRD 2296024 · Named on Form ADV at one SEC-registered adviser
At a glance
Cross Creek Advisors, LLC, an SEC-registered private fund adviser based in Salt Lake City, UT with $1.3 billion in regulatory assets, lists Karolyn D. Barker on its Form ADV as Chief Executive Officer; Elected Manager; Member, a control person.
Firms and roles
- Cross Creek Advisors, LLCChief Executive Officer; Elected Manager; MemberPrivate fund adviser · Salt Lake City, UT · $1.3B in regulatory assets
AtlasMembers
Karolyn’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
- 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.
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Karolyn’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- 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
- Tyler M. ChristensonChief Compliance Officer; Elected Manager; Member; Vice President, Cross Creek Advisors, LLC
- Peter O. JarmanElected Manager; Member, Cross Creek Advisors, LLC
- Bill ParkPartner and Chief Financial Officer, Cross Creek Advisors, LLC
- Charles R. SmartPartner, Cross Creek Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Karolyn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.