Chief Investment Officer · Sammons Financial Group Asset Management, LLC
Sergi G. Turabelidze
CRD 6110591 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Sammons Financial Group Asset Management, LLC, an SEC-registered asset manager based in West Des Moines, IA with $122.0 billion in regulatory assets, lists Sergi G. Turabelidze on its Form ADV as Chief Investment Officer, a control person. The SEC filings also name Sergi at 1 other registered adviser.
Firms and roles
- Sammons Financial Group Asset Management, LLCChief Investment OfficerAsset manager · West Des Moines, IA · $122B in regulatory assets
- Dextra PartnersElected ManagerPrivate fund adviser · New York, NY · $5.3B in regulatory assets
AtlasMembers
Sergi’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 each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (11)
- Brett L. AgnewGeneral Counsel, Sammons Financial Group Asset Management, LLC
- Daniel J. SnyderChief Compliance Officer, Sammons Financial Group Asset Management, LLC
- Daniel E. EdsenChief Financial Officer, Sammons Financial Group Asset Management, LLC
- Michael C. KhoFounding Partner, Dextra Partners
- Thomas M. HaubenstrickerFounding Partner, Dextra Partners
6 more people named with Sergi on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sergi’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.