Chief Compliance Officer · Stonecastle Advisors, LLC
Rachel N. Schatten
CRD 4876363 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Stonecastle Advisors, LLC, an SEC-registered private fund adviser based in New York, NY with $763 million in regulatory assets, lists Rachel N. Schatten on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Rachel at 1 other registered adviser.
Firms and roles
- Stonecastle Advisors, LLCChief Compliance OfficerPrivate fund adviser · New York, NY · $763M in regulatory assets
- Stonecastle Asset Management, LLCChief Compliance OfficerAsset manager · New York, NY · $8M in regulatory assets
AtlasMembers
Rachel’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
- Joshua S. SiegelPresident, Stonecastle Advisors, LLC
- George ShilowitzExecutive Officer, Stonecastle Advisors, LLC
- Jonathan S. StammelmanChief Financial Officer, Stonecastle Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rachel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.