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Trustee · Shoreview Industries V, LLC

Leslie N. Cheng

CRD 6039691 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Shoreview Industries V, LLC, an SEC-registered private fund adviser based in Minneapolis, MN with $1.2 billion in regulatory assets, lists Leslie N. Cheng on its Form ADV as Trustee, a control person. The SEC filings also name Leslie at 1 other registered adviser.

Firms and roles

AtlasMembers

Leslie’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
2 firmsLocked
Control-person status
2 firmsLocked
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

  • Jeffrey A. MudgeMember, Shoreview Industries V, LLC
  • Brian W. MoherChief Compliance Officer/ VP Finance, Shoreview Industries V, LLC
  • William D. PaineMember of the Board of Managers, Capital Z Asset Management, LLC
  • Robert M. MeyerMember of the Board of Managers, Capital Z Asset Management, LLC
  • Jeffrey BergmanChief Compliance Officer / Member of the Board of Managers, Capital Z Asset 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 Leslie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.