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Managing Member / Principal / Chief Compliance Officer · Vanterra Capital LLC

Shad F. Azimi

CRD 2941984 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Vanterra Capital LLC, an SEC-registered private fund adviser based in New York, NY with $471 million in regulatory assets, lists Shad F. Azimi on its Form ADV as Managing Member / Principal / Chief Compliance Officer, a control person. The SEC filings also name Shad at 1 other registered adviser.

Firms and roles

  • Vanterra Capital LLCManaging Member / Principal / Chief Compliance OfficerPrivate fund adviser · New York, NY · $471M in regulatory assets
  • WM Partners, LPLimited PartnerPrivate fund adviser · Aventura, FL · $1.0B in regulatory assets

AtlasMembers

Shad’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
1 firmLocked
When each role began
Locked
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 (8)

3 more people named with Shad on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

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