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Head of Research; Director · CFI Partners

Sean M. Haas

CRD 2542276 · Named on Form ADV at one SEC-registered adviser

At a glance

CFI Partners, an SEC-registered asset manager based in Chicago, IL with $26.3 billion in regulatory assets, lists Sean M. Haas on its Form ADV as Head of Research; Director, a control person.

Firms and roles

  • CFI PartnersHead of Research; DirectorAsset manager · Chicago, IL · $26B in regulatory assets

AtlasMembers

Sean’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
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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 Sean 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 Sean’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.