Chief Compliance Officer · Chevy Chase Trust Company
Paul R. Duncan
CRD 3061348 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Chevy Chase Trust Company, an SEC-registered private fund adviser based in Bethesda, MD with $44.9 billion in regulatory assets, lists Paul R. Duncan on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Paul at 1 other registered adviser.
Firms and roles
- Chevy Chase Trust CompanyChief Compliance OfficerPrivate fund adviser · Bethesda, MD · $45B in regulatory assets
- ASB Capital Management LLCChief Compliance OfficerPrivate fund adviser · Bethesda, MD · $37B in regulatory assets
AtlasMembers
Paul’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (15)
- Bernard F. SaulChairman of the Board of Directors and Director, Chevy Chase Trust Company
- William F. McSweenyDirector, Chevy Chase Trust Company
- Howard G. PlattsDirector, Chevy Chase Trust Company
- Gilbert M. GrosvenorDirector, Chevy Chase Trust Company
- George P. ClancyDirector, Chevy Chase Trust Company
10 more people named with Paul on the same filings, with titles and firms. Free in Atlas with a free account.
See all 15 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.