Chief Investment Officer / Managing Partner · Ahakista Capital LLC
Lincoln S. Ellis
CRD 3240560 · Named on Form ADV at one SEC-registered adviser
At a glance
Ahakista Capital LLC, an SEC-registered wealth manager with $345 million in regulatory assets, lists Lincoln S. Ellis on its Form ADV as Chief Investment Officer / Managing Partner, a control person.
Firms and roles
- Ahakista Capital LLCChief Investment Officer / Managing PartnerWealth manager · United States · $345M in regulatory assets
AtlasMembers
Lincoln’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
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- 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
- Joshua M. FremedChief Operating Officer / Managing Partner, Ahakista Capital LLC
- Shari J. CrawfordChief Compliance Officer, Ahakista Capital LLC
- Michael L. GoingManaging Partner, Ahakista Capital LLC
- Charles M. StuckeManaging Partner, Ahakista Capital LLC
- Nicolo BossiManaging Partner, Ahakista Capital LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lincoln’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.