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Director of Research · Sherborne Investors Management LP

Stephen L. Welker

CRD 4814870 · Named on Form ADV at one SEC-registered adviser

At a glance

Sherborne Investors Management LP, an SEC-registered private fund adviser based in New York, NY with $522 million in regulatory assets, lists Stephen L. Welker on its Form ADV as Director of Research, a control person.

Firms and roles

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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
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When each role began
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Each firm’s assets and growth
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Colleagues named on the same filings

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.