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Chief Compliance Officer · Independence Asset Advisors, LLC

Kyle R. Bubeck

CRD 4784699 · Named on Form ADV at 6 SEC-registered advisers

At a glance

Independence Asset Advisors, LLC, an SEC-registered asset manager based in Wynnewood, PA with $2.2 billion in regulatory assets, lists Kyle R. Bubeck on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Kyle at 5 other registered advisers.

Firms and roles

  • Independence Asset Advisors, LLCChief Compliance OfficerAsset manager · Wynnewood, PA · $2.2B in regulatory assets
  • FBD Asset MgmtChief Compliance OfficerWealth manager · Bloomington, MN · $77M in regulatory assets
  • Systelligence, LLCChief Compliance OfficerAsset manager · Bloomington, MN · $784M in regulatory assets
  • Gator Capital Management, LLCChief Compliance OfficerPrivate fund adviser · Tampa, FL · $751M in regulatory assets
  • OTG Asset Management, LTD.Chief Compliance OfficerWealth manager · La PAZ, Bolivia · $64M in regulatory assets
  • SiimplChief Compliance OfficerAsset manager · Bloomington, MN · $0M in regulatory assets

AtlasMembers

Kyle’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
6 firmsLocked
Control-person status
2 firmsLocked
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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with Kyle on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

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