Chief Compliance Officer; Chief Operating Officer · O'brien-Staley Partners
Leroi C. Anderson
CRD 7522990 · Named on Form ADV at one SEC-registered adviser
At a glance
O'brien-Staley Partners, an SEC-registered private fund adviser based in Edina, MN with $1.4 billion in regulatory assets, lists Leroi C. Anderson on its Form ADV as Chief Compliance Officer; Chief Operating Officer, a control person.
Firms and roles
- O'brien-Staley PartnersChief Compliance Officer; Chief Operating OfficerPrivate fund adviser · Edina, MN · $1.4B in regulatory assets
AtlasMembers
Leroi’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
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Colleagues named on the same filings
- Edgar G. O'BrienChief Executive Officer and Chief Investment Officer, O'brien-Staley Partners
- Yvette M. BowenChief Human Resources Officer, O'brien-Staley Partners
- John J. SikoraChief Financial Officer, O'brien-Staley Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Leroi’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.