CCO, CFO, & Owner · Benchmark Plus Management
Steven A. Carroll
CRD 6437452 · Named on Form ADV at one SEC-registered adviser
At a glance
Benchmark Plus Management, an SEC-registered private fund adviser based in GIG Harbor, WA with $767 million in regulatory assets, lists Steven A. Carroll on its Form ADV as CCO, CFO, & Owner, a control person.
Firms and roles
- Benchmark Plus ManagementCCO, CFO, & OwnerPrivate fund adviser · GIG Harbor, WA · $767M in regulatory assets
AtlasMembers
Steven’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
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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
- Scott FranzblauOwner, Benchmark Plus Management
- Robert S. FergusonCIO & Owner, Benchmark Plus Management
- Stephen R. WestphalOwner, Benchmark Plus Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.