Chief Compliance Officer · Precision Capital Advisors, LLC
Shoshana L. Thoma-Isgur
CRD 7971319 · Named on Form ADV at 5 SEC-registered advisers
At a glance
Precision Capital Advisors, LLC, an SEC-registered private fund adviser based in Greenwich, CT with $2.7 billion in regulatory assets, lists Shoshana L. Thoma-Isgur on its Form ADV as Chief Compliance Officer. The SEC filings also name Shoshana at 4 other registered advisers.
Firms and roles
- Precision Capital Advisors, LLCChief Compliance OfficerPrivate fund adviser · Greenwich, CT · $2.7B in regulatory assets
- Sovereign's Capital Management, LLCChief Compliance OfficerPrivate fund adviser · Atlanta, GA · $1.3B in regulatory assets
- Pegasus Capital Advisors, L.P.Chief Compliance OfficerPrivate fund adviser · Stamford, CT · $315M in regulatory assets
- Wedgewood Asset Management, LLCChief Compliance OfficerPrivate fund adviser · Redondo Beach, CA · $175M in regulatory assets
- Tide Rock Leverageco Manager, LLCChief Compliance OfficerAsset manager · Solana Beach, CA · $0M in regulatory assets
AtlasMembers
Shoshana’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
- 5 firmsLocked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (18)
- Todd N. KesselmanManaging Member, Precision Capital Advisors, LLC
- Gina M. LaversaManaging Member & Trustee of the 2016 Todd Kesselman Grantor Trust, Precision Capital Advisors, LLC
- Alexei N. SokolskyChief Financial Officer & Chief Operating Officer, Precision Capital Advisors, LLC
- Stephen A. LaversaTrustee of the Gina Laversa 2012 Dynasty Trust, Precision Capital Advisors, LLC
- Amy E. KesselmanTrustee of the 2016 Todd Kesselman Grantor Trust, Precision Capital Advisors, LLC
13 more people named with Shoshana on the same filings, with titles and firms. Free in Atlas with a free account.
See all 18 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shoshana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.