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Chief Operating Officer · Sali Fund Services

Lana K Bergstein

CRD 3196530 · Named on Form ADV at one SEC-registered adviser

At a glance

Sali Fund Services, an SEC-registered private fund adviser based in Austin, TX with $46.0 billion in regulatory assets, lists Lana K Bergstein on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

  • Sali Fund ServicesChief Operating OfficerPrivate fund adviser · Austin, TX · $46B in regulatory assets

AtlasMembers

Lana’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

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