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Founder & Managing Principal · S3 Capital Advisors LLC

Robert Schwartz

CRD 2776546 · Named on Form ADV at one SEC-registered adviser

At a glance

S3 Capital Advisors LLC, an SEC-registered private fund adviser based in New York, NY with $3.6 billion in regulatory assets, lists Robert Schwartz on its Form ADV as Founder & Managing Principal, a control person.

Firms and roles

  • S3 Capital Advisors LLCFounder & Managing PrincipalPrivate fund adviser · New York, NY · $3.6B 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
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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

  • Ari KaltonChief Financial Officer, S3 Capital Advisors LLC
  • Joshua CraneFounder & Managing Principal, S3 Capital Advisors LLC
  • Betty J. ValouktzisChief Compliance Officer, S3 Capital Advisors LLC
  • Matan KurmanHead of Investments & Chief Operating Officer, S3 Capital Advisors LLC
  • Adam FeitGeneral Counsel, S3 Capital 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 Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.