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Chief Financial Officer & Senior Vice President · Ambrose Capital Advisors, LLC

Stacey S. Anderson

CRD 8243772 · Named on Form ADV at one SEC-registered adviser

At a glance

Ambrose Capital Advisors, LLC, an SEC-registered private fund adviser based in Indianapolis, IN with $228 million in regulatory assets, lists Stacey S. Anderson on its Form ADV as Chief Financial Officer & Senior Vice President, a control person.

Firms and roles

  • Ambrose Capital Advisors, LLCChief Financial Officer & Senior Vice PresidentPrivate fund adviser · Indianapolis, IN · $228M in regulatory assets

AtlasMembers

Stacey’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jason F. SturmanPresident & Chief Investment Officer, Ambrose Capital Advisors, LLC
  • Grant K. GoldmanChief Operating Officer & Executive Vice President, Ambrose Capital Advisors, LLC
  • Joseph P. HawkinsGeneral Counsel & Senior Vice President, Ambrose Capital Advisors, LLC
  • Aasif M. BadeFounder & Chief Executive Officer, Ambrose Capital Advisors, LLC
  • Brandi K. ShaddickOutsourced Chief Compliance Officer, Ambrose Capital 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 Stacey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.