Chief Financial Officer · Triplepoint Advisers LLC
Michael L. Wilhelms
CRD 6617809 · Named on Form ADV at one SEC-registered adviser
At a glance
Triplepoint Advisers LLC, an SEC-registered asset manager based in Menlo Park, CA with $1.3 billion in regulatory assets, lists Michael L. Wilhelms on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- Triplepoint Advisers LLCChief Financial OfficerAsset manager · Menlo Park, CA · $1.3B in regulatory assets
AtlasMembers
Michael’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
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- Each firm’s assets and growth
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- 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
- James P. LabeChief Executive Officer, Triplepoint Advisers LLC
- Sajal K. SrivastavaPresident and Chief Investment Officer, Triplepoint Advisers LLC
- Steven M. LevinsonChief Compliance Officer, Triplepoint Advisers LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.