Chief Financial Officer North America, and Global Accounting Officer · Realterm
Roberta Paquin
CRD 7740471 · 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 Roberta Paquin on its Form ADV as Chief Financial Officer North America, and Global Accounting Officer, a control person.
Firms and roles
- RealtermChief Financial Officer North America, and Global Accounting OfficerPrivate fund adviser · Annapolis, MD · $11B in regulatory assets
AtlasMembers
Roberta’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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- 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 (19)
- Jason S. RosenbergChief Compliance Officer, Realterm
- Balazs LadosManaging Director and Fund Manager Relf, Realterm
- Robert FordiChief Executive Officer and Chief Investment Officer, Realterm
- stephen PanosManaging Director and Fund Manager Rlif, Realterm
- Edward P. BrickleyManaging Director and Fund Manager RLF Series, Realterm
14 more people named with Roberta 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 Roberta’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.