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Co-Chief Investment Officer · Remy Investors & Consultants, LLC

Shana E. Barghouti

CRD 5307785 · Named on Form ADV at one SEC-registered adviser

At a glance

Remy Investors & Consultants, LLC, an SEC-registered asset manager based in LOS Angeles, CA with $888 million in regulatory assets, lists Shana E. Barghouti on its Form ADV as Co-Chief Investment Officer.

Firms and roles

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Shana’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

  • Mark S. SiegelPresident/manager/co-Chief Investment Officer, Remy Investors & Consultants, LLC
  • Kenneth N. BernsPrincipal, Remy Investors & Consultants, LLC
  • Eugene K. NakaChief Compliance Officer, Remy Investors & Consultants, LLC

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