Chief Compliance Officer/research and Development/portfolio Manager · ACM
Lorenzo Paloscia
CRD 6842503 · Named on Form ADV at one SEC-registered adviser
At a glance
ACM, an SEC-registered asset manager based in Wayzata, MN with $231 million in regulatory assets, lists Lorenzo Paloscia on its Form ADV as Chief Compliance Officer/research and Development/portfolio Manager, a control person.
Firms and roles
- ACMChief Compliance Officer/research and Development/portfolio ManagerAsset manager · Wayzata, MN · $231M in regulatory assets
AtlasMembers
Lorenzo’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
- David B. Van BenschotenCIO, Chief Strategist, Portfolio Manager, ACM
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lorenzo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.