Chief Operating Officer · CFI Partners
Stephon W. Barnes
CRD 3249389 · Named on Form ADV at one SEC-registered adviser
At a glance
CFI Partners, an SEC-registered asset manager based in Chicago, IL with $26.3 billion in regulatory assets, lists Stephon W. Barnes on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- CFI PartnersChief Operating OfficerAsset manager · Chicago, IL · $26B in regulatory assets
AtlasMembers
Stephon’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
- Locked
- Each firm’s assets and growth
- Locked
- 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 (6)
- Levoyd E. RobinsonChief Executive Officer; Chief Investment Officer; Director, CFI Partners
- Eric S. BaerCo-Head of Alternative Credit; Director, CFI Partners
- David C. DieffenbacherCo-Head of Alternative Credit; Director, CFI Partners
- Sean M. HaasHead of Research; Director, CFI Partners
- Gavin J. CrossChief Financial Officer, CFI Partners
1 more person named with Stephon on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.