Chief Executive Officer and Chief Investment Officer · Realterm
Robert Fordi
CRD 7739709 · Named on Form ADV at one SEC-registered adviser
At a glance
Realterm, an SEC-registered private fund adviser based in Annapolis, MD with $10.9 billion in regulatory assets, lists Robert Fordi on its Form ADV as Chief Executive Officer and Chief Investment Officer, a control person.
Firms and roles
- RealtermChief Executive Officer and Chief Investment OfficerPrivate fund adviser · Annapolis, MD · $11B in regulatory assets
AtlasMembers
Robert’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (19)
- Jason S. RosenbergChief Compliance Officer, Realterm
- Balazs LadosManaging Director and Fund Manager Relf, Realterm
- stephen PanosManaging Director and Fund Manager Rlif, Realterm
- Edward P. BrickleyManaging Director and Fund Manager RLF Series, Realterm
- Aaron SacksManaging Director and General Counsel, Realterm
14 more people named with Robert on the same filings, with titles and firms. Free in Atlas with a free account.
See all 19 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.