CEO · Blue Heron Capital
Linda L. Gardner
CRD 5116107 · Named on Form ADV at one SEC-registered adviser
At a glance
Blue Heron Capital, an SEC-registered wealth manager based in Englewood, CO with $102 million in regulatory assets, lists Linda L. Gardner on its Form ADV as CEO, a control person.
Firms and roles
- Blue Heron CapitalCEOWealth manager · Englewood, CO · $102M in regulatory assets
AtlasMembers
Linda’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
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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
- Joel A. CavaliereCCO, Blue Heron Capital
- Carl A. GardnerCFO, Blue Heron Capital
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Linda’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.