CEO · Caprock Partners Management, Inc.
Patrick B. Daniels
CRD 7049083 · Named on Form ADV at one SEC-registered adviser
At a glance
Caprock Partners Management, Inc., an SEC-registered private fund adviser based in Newport Beach, CA with $1.5 billion in regulatory assets, lists Patrick B. Daniels on its Form ADV as CEO, a control person.
Firms and roles
- Caprock Partners Management, Inc.CEOPrivate fund adviser · Newport Beach, CA · $1.5B in regulatory assets
AtlasMembers
Patrick’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
- Gerald N. PharrisChairman, Caprock Partners Management, Inc.
- Jonathan M. PharrisPresident, Caprock Partners Management, Inc.
- James M. GillChief Compliance Officer and Vice President of Finance, Caprock Partners Management, Inc.
- Craig M. MotichkoChief Financial Officer, Caprock Partners Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.