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Trustee of the 2020 Brown Family Trust · Asana Partners, LP

Lisa C. Brown

CRD 7353581 · Named on Form ADV at one SEC-registered adviser

At a glance

Asana Partners, LP, an SEC-registered private fund adviser based in Charlotte, NC with $8.4 billion in regulatory assets, lists Lisa C. Brown on its Form ADV as Trustee of the 2020 Brown Family Trust.

Firms and roles

  • Asana Partners, LPTrustee of the 2020 Brown Family TrustPrivate fund adviser · Charlotte, NC · $8.4B in regulatory assets

AtlasMembers

Lisa’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 (11)

6 more people named with Lisa on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.