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Trustee of the Gina Laversa 2012 Dynasty Trust · Precision Capital Advisors, LLC

Stephen A. Laversa

CRD 1711266 · Named on Form ADV at one SEC-registered adviser

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 Stephen A. Laversa on its Form ADV as Trustee of the Gina Laversa 2012 Dynasty Trust, a control person.

Firms and roles

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

Colleagues named on the same filings

  • 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
  • Amy E. KesselmanTrustee of the 2016 Todd Kesselman Grantor Trust, Precision Capital Advisors, LLC
  • Shoshana L. Thoma-IsgurChief Compliance Officer, Precision 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 Stephen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.