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Chief Executive Officer, Chief Compliance Officer · Newoak Asset Management LLC

Ron D'vari

CRD 4507652 · Named on Form ADV at one SEC-registered adviser

At a glance

Newoak Asset Management LLC, an SEC-registered asset manager based in New York, NY with $57 million in regulatory assets, lists Ron D'vari on its Form ADV as Chief Executive Officer, Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Ron’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.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ron’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.