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Chief Investment Officer Lgips · Ptma Investment Advisors

Othneil S. Waud

CRD 2651342 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Ptma Investment Advisors, an SEC-registered private fund adviser based in Denver, CO with $104.2 billion in regulatory assets, lists Othneil S. Waud on its Form ADV as Chief Investment Officer Lgips, a control person. The SEC filings also name Othneil at 1 other registered adviser.

Firms and roles

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Othneil’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
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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 Othneil’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.