Managing Member and Chief Compliance Officer · Bretton Capital Management
Stephen J. Dodson
CRD 3261777 · Named on Form ADV at one SEC-registered adviser
At a glance
Bretton Capital Management, an SEC-registered asset manager based in SAN Francisco, CA with $123 million in regulatory assets, lists Stephen J. Dodson on its Form ADV as Managing Member and Chief Compliance Officer, a control person.
Firms and roles
- Bretton Capital ManagementManaging Member and Chief Compliance OfficerAsset manager · SAN Francisco, CA · $123M in regulatory assets
AtlasMembers
Stephen’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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Colleagues named on the same filings
- Raphael L. DebalmannMember and Portfolio Manager, Bretton Capital Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.