Chief Financial Officer · Graceada Partners
Matthew T. Yelland
CRD 8129723 · Named on Form ADV at one SEC-registered adviser
At a glance
Graceada Partners, an SEC-registered asset manager based in Modesto, CA with $273 million in regulatory assets, lists Matthew T. Yelland on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- Graceada PartnersChief Financial OfficerAsset manager · Modesto, CA · $273M in regulatory assets
AtlasMembers
Matthew’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 (7)
- Ryan S. SwehlaTrustee - R & K Swehla 2013 Revocable Trust, Graceada Partners
- Kimberly A. SwehlaTrustee - R & K Swehla 2013 Revocable Trust, Graceada Partners
- Joseph R. MuratoreTrustee - Joseph and Sandra Muratore 2013, Graceada Partners
- Sandra E. MuratoreTrustee - Joseph and Sandra Muratore 2013, Graceada Partners
- James K. McFaddinSecretary, Graceada Partners
2 more people named with Matthew on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.