Member · Matterhorn Capital Advisors, LLC
Louis V. Ott
CRD 2777643 · Named on Form ADV at one SEC-registered adviser
At a glance
Matterhorn Capital Advisors, LLC, an SEC-registered private fund adviser based in West Conshohocken, PA with $396 million in regulatory assets, lists Louis V. Ott on its Form ADV as Member, a control person.
Firms and roles
- Matterhorn Capital Advisors, LLCMemberPrivate fund adviser · West Conshohocken, PA · $396M in regulatory assets
AtlasMembers
Louis’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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Richard B. WorleyMember, Matterhorn Capital Advisors, LLC
- Peter C. MorseMember, Matterhorn Capital Advisors, LLC
- Ari H. StangerHead of Finance, Matterhorn Capital Advisors, LLC
- Craig D. MoresheadChief Compliance Officer, Matterhorn Capital Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Louis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.