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General Counsel & Chief Compliance Officer · Holdco Asset Management, LP

Shan M. Chang

CRD 7674908 · Named on Form ADV at one SEC-registered adviser

At a glance

Holdco Asset Management, LP, an SEC-registered private fund adviser based in Fort Lauderdale, FL with $2.8 billion in regulatory assets, lists Shan M. Chang on its Form ADV as General Counsel & Chief Compliance Officer, a control person.

Firms and roles

  • Holdco Asset Management, LPGeneral Counsel & Chief Compliance OfficerPrivate fund adviser · Fort Lauderdale, FL · $2.8B in regulatory assets

AtlasMembers

Shan’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
Locked
Control-person status
1 firmLocked
When each role began
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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

  • Vikaran ". GheiMember of General Partner of Holdco Asset Managment, LP, Holdco Asset Management, LP
  • Michael A. ZaitzeffMember of General Partner of Holdco Asset Managment, LP, Holdco Asset Management, LP
  • Jonathan R. LeitnerChief Financial Officer, Holdco Asset Management, LP

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