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Chief Financial Officer / Chief Compliance Officer · Avesi Partners LLC

Susan L. Koltay

CRD 5226308 · Named on Form ADV at one SEC-registered adviser

At a glance

Avesi Partners LLC, an SEC-registered private fund adviser based in Stamford, CT with $3.2 billion in regulatory assets, lists Susan L. Koltay on its Form ADV as Chief Financial Officer / Chief Compliance Officer, a control person.

Firms and roles

  • Avesi Partners LLCChief Financial Officer / Chief Compliance OfficerPrivate fund adviser · Stamford, CT · $3.2B in regulatory assets

AtlasMembers

Susan’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

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Susan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.