Executive Managing Director · Core and Value Advisors, LLC
Sollie A. Raso
CRD 4381082 · Named on Form ADV at one SEC-registered adviser
At a glance
Core and Value Advisors, LLC, an SEC-registered private fund adviser based in SAN Francisco, CA with $21.2 billion in regulatory assets, lists Sollie A. Raso on its Form ADV as Executive Managing Director, a control person.
Firms and roles
- Core and Value Advisors, LLCExecutive Managing DirectorPrivate fund adviser · SAN Francisco, CA · $21B in regulatory assets
AtlasMembers
Sollie’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
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Daniel NewmanChief Compliance Officer and Chief Administrative Officer, Core and Value Advisors, LLC
- Terrence E FancherChief Executive Officer, Core and Value Advisors, LLC
- Kristin H. RenaudinChief Financial Officer, Core and Value Advisors, LLC
- Tuba G. MalinowskiExecutive Managing Director, Core and Value Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sollie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.