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Trustee of the Michelle J. Wachs 2020 Irrevocable Trust · Hrtg GPE, LLC

Michelle J. Wachs

CRD 7281124 · Named on Form ADV at 3 SEC-registered advisers

At a glance

Hrtg GPE, LLC, an SEC-registered private fund adviser based in Wilson, WY with $27.1 billion in regulatory assets, lists Michelle J. Wachs on its Form ADV as Trustee of the Michelle J. Wachs 2020 Irrevocable Trust, a control person. The SEC filings also name Michelle at 2 other registered advisers.

Firms and roles

AtlasMembers

Michelle’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
3 firmsLocked
Control-person status
3 firmsLocked
When each role began
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Each firm’s assets and growth
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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 (25)

  • Keith JohnsonChief Executive Officer, Managing Member of Hrtg GPE, LLC and Manager and Member of Montague Island LLC, Hrtg GPE, LLC
  • Michael J. MoritzDirector of Hrtg GPE, LLC, Hrtg GPE, LLC
  • Douglas M. LeoneDirector of Hrtg GPE, LLC, Hrtg GPE, LLC
  • Bruce A. KarshDirector of Hrtg GPE, LLC, Hrtg GPE, LLC
  • Kevin KellyChief Investment Officer and Managing Member of Hrtg GPE, LLC, Hrtg GPE, LLC

20 more people named with Michelle on the same filings, with titles and firms. Free in Atlas with a free account.

See all 25 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michelle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.