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Controlling Partner, Owner of the LLP, Chief Executive Officer and Chief Investment Officer · Boldhaven Management

Ronald M. Sofer

CRD 6312517 · Named on Form ADV at one SEC-registered adviser

At a glance

Boldhaven Management, an SEC-registered private fund adviser based in London, United Kingdom with $2.0 billion in regulatory assets, lists Ronald M. Sofer on its Form ADV as Controlling Partner, Owner of the LLP, Chief Executive Officer and Chief Investment Officer, a control person.

Firms and roles

  • Boldhaven ManagementControlling Partner, Owner of the LLP, Chief Executive Officer and Chief Investment OfficerPrivate fund adviser · London, United Kingdom · $2.0B in regulatory assets

AtlasMembers

Ronald’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 (6)

1 more person named with Ronald on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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