President & CEO · Sagard Real Estate Advisors
Richard W. Stone
CRD 6255415 · Named on Form ADV at one SEC-registered adviser
At a glance
Sagard Real Estate Advisors, an SEC-registered private fund adviser based in Denver, CO with $1.2 billion in regulatory assets, lists Richard W. Stone on its Form ADV as President & CEO, a control person.
Firms and roles
- Sagard Real Estate AdvisorsPresident & CEOPrivate fund adviser · Denver, CO · $1.2B in regulatory assets
AtlasMembers
Richard’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
- Locked
- 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
- Jay K. AlexanderChief Investment Officer, Sagard Real Estate Advisors
- Mark A. HoopesChief Compliance Officer, Sagard Real Estate Advisors
- Keith B. WrightChief Financial Officer, Sagard Real Estate Advisors
- Mark W. BigarelChief Operating Officer, Sagard Real Estate Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.