Trustee of the Cornelius Family Trust · Triguard Management LLC
Kimberly J. Cornelius
CRD 8269678 · Named on Form ADV at one SEC-registered adviser
At a glance
Triguard Management LLC, an SEC-registered private fund adviser based in Newport Beach, CA with $1.9 billion in regulatory assets, lists Kimberly J. Cornelius on its Form ADV as Trustee of the Cornelius Family Trust, a control person.
Firms and roles
- Triguard Management LLCTrustee of the Cornelius Family TrustPrivate fund adviser · Newport Beach, CA · $1.9B in regulatory assets
AtlasMembers
Kimberly’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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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Tammy N. TangTrustee of the 2006 S&t Tang Family Trust Dated July 23, 2019, Triguard Management LLC
- Eric J. BeckerPrincipal, CFO, Triguard Management LLC
- Sean M. GessayPrincipal, CCO, Triguard Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kimberly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.