General Counsel and Chief Compliance Officer · Eagle Capital Management LLC
Mark T. Robertson
CRD 5154855 · Named on Form ADV at one SEC-registered adviser
At a glance
Eagle Capital Management LLC, an SEC-registered asset manager based in New York, NY with $35.8 billion in regulatory assets, lists Mark T. Robertson on its Form ADV as General Counsel and Chief Compliance Officer, a control person.
Firms and roles
- Eagle Capital Management LLCGeneral Counsel and Chief Compliance OfficerAsset manager · New York, NY · $36B in regulatory assets
AtlasMembers
Mark’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
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Ravenel B. Curry IIIChairman, Co-Chief Investment Officer, and Founder, Eagle Capital Management LLC
- Adrian V. MeliCo-Chief Investment Officer, Eagle Capital Management LLC
- Eric R. BalabanChief Financial Officer, Eagle Capital Management LLC
- Alec J. HenryManaging Chief Investment Officer, Eagle Capital Management LLC
- Richard S. Robie IIIChief Operating Officer, Eagle Capital Management LLC
1 more person named with Mark on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.