Chief Compliance Officer · US Infravest Managers LP
Lauren G. Gretchen
CRD 2690894 · Named on Form ADV at 5 SEC-registered advisers
At a glance
US Infravest Managers LP, an SEC-registered private fund adviser with $125 million in regulatory assets, lists Lauren G. Gretchen on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Lauren at 4 other registered advisers.
Firms and roles
- US Infravest Managers LPChief Compliance OfficerPrivate fund adviser · United States · $125M in regulatory assets
- Code Waechter LLCCCOWealth manager · Tampa, FL · $409M in regulatory assets
- Steinberganna Wealth Management LLCChief Compliance OfficerWealth manager · Huntington, NY · $369M in regulatory assets
- Proactive Wealth Strategies, LLCChief Compliance OfficerWealth manager · Marietta, GA · $316M in regulatory assets
- Invested AdvisorsChief Compliance OfficerWealth manager · State College, PA · $268M in regulatory assets
AtlasMembers
Lauren’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
- 5 firmsLocked
- 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
- 2008 (18 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lauren’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
- 4 firmsLocked
- 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 (8)
- Andrew C. RightManaging Partner, Chief Executive Officer, US Infravest Managers LP
- Scott T. WaechterPrincipal, Code Waechter LLC
- Michael J. StumpPrincipal, Code Waechter LLC
- Brian E. CodePrincipal, Code Waechter LLC
- Kenneth C. AnnaOwner, Steinberganna Wealth Management LLC
3 more people named with Lauren on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lauren’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.