Managing Partner and Chief Operating Officer · Silversmith Capital Partners
Lori F. Whelan
CRD 6565289 · Named on Form ADV at one SEC-registered adviser
At a glance
Silversmith Capital Partners, an SEC-registered private fund adviser based in Boston, MA with $7.2 billion in regulatory assets, lists Lori F. Whelan on its Form ADV as Managing Partner and Chief Operating Officer, a control person.
Firms and roles
- Silversmith Capital PartnersManaging Partner and Chief Operating OfficerPrivate fund adviser · Boston, MA · $7.2B in regulatory assets
AtlasMembers
Lori’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
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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
- Todd A. MacLeanManaging Partner, Silversmith Capital Partners
- Jeffrey R. CrisanManaging Partner, Silversmith Capital Partners
- James J. QuagliaroliManaging Partner, Silversmith Capital Partners
- Rafael A. UrdanetaChief Compliance Officer and Chief Financial Officer, Silversmith Capital Partners
- Srikant M. RaoManaging Partner, Silversmith Capital Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lori’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.