Managing Partner · Calera Capital Advisors, LP
Mark N. Williamson
CRD 6028033 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Calera Capital Advisors, LP, an SEC-registered private fund adviser based in SAN Francisco, CA with $3.1 billion in regulatory assets, lists Mark N. Williamson on its Form ADV as Managing Partner, a control person. The SEC filings also name Mark at 1 other registered adviser.
Firms and roles
- Calera Capital Advisors, LPManaging PartnerPrivate fund adviser · SAN Francisco, CA · $3.1B in regulatory assets
- Ballentine PartnersElected ManagerWealth manager · Waltham, MA · $15B 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 each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- 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 (19)
- James A. HalowManaging Director, Calera Capital Advisors, LP
- James T. FarrellManaging Partner, Calera Capital Advisors, LP
- Kevin R. BakerManaging Director/general Counsel, Calera Capital Advisors, LP
- Daniel B. DumaisChief Compliance Officer and Chief Financial Officer, Calera Capital Advisors, LP
- Ethan E. ThurowManaging Director, Calera Capital Advisors, LP
14 more people named with Mark on the same filings, with titles and firms. Free in Atlas with a free account.
See all 19 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.