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Trustee · Virtera Partners LLC

Sheldon G. Adelman

CRD 7895787 · Named on Form ADV at one SEC-registered adviser

At a glance

Virtera Partners LLC, an SEC-registered asset manager based in Pepper Pike, OH with $452 million in regulatory assets, lists Sheldon G. Adelman on its Form ADV as Trustee, a control person.

Firms and roles

AtlasMembers

Sheldon’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
1 firmLocked
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

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