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Secretary; Chief Compliance Officer; General Counsel · Commonfund Ocio, Inc.

Sharad A. Samy

CRD 5756640 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Commonfund Ocio, Inc., an SEC-registered private fund adviser based in Norwalk, CT with $23.9 billion in regulatory assets, lists Sharad A. Samy on its Form ADV as Secretary; Chief Compliance Officer; General Counsel. The SEC filings also name Sharad at 1 other registered adviser.

Firms and roles

  • Commonfund Ocio, Inc.Secretary; Chief Compliance Officer; General CounselPrivate fund adviser · Norwalk, CT · $24B in regulatory assets
  • CF Private Equity, Inc.Secretary; General CounselPrivate fund adviser · Norwalk, CT · $18B in regulatory assets

AtlasMembers

Sharad’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
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When each role began
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Each firm’s assets and growth
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Colleagues named on the same filings (17)

  • Carolyn N. BlanchTreasurer; Vice President, Commonfund Ocio, Inc.
  • Seth W. ThomsonAssistant Secretary; Deputy General Counsel, Commonfund Ocio, Inc.
  • Mark J. AnsonChair, Board of Directors; Investment Committee Member, Commonfund Ocio, Inc.
  • Timothy T. YatesDirector; President and Chief Executive Officer; Investment Committee Member, Commonfund Ocio, Inc.
  • Russell J. DobranskyManaging Director; Head of Fund Operations, Commonfund Ocio, Inc.

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

See all 17 free

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