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Chief Investment Officer · Pitcairn

Nathan M. Sonnenberg

CRD 4586269 · Named on Form ADV at one SEC-registered adviser

At a glance

Pitcairn, an SEC-registered wealth manager based in Conshohocken, PA with $5.9 billion in regulatory assets, lists Nathan M. Sonnenberg on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

  • PitcairnChief Investment OfficerWealth manager · Conshohocken, PA · $5.9B in regulatory assets

AtlasMembers

Nathan’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

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