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Trustee - the Daniels GST Trust · Pearl Lane Advisors, LLC

Teri A. Daniels

CRD 6154120 · Named on Form ADV at one SEC-registered adviser

At a glance

Pearl Lane Advisors, LLC, an SEC-registered private fund adviser based in New York, NY with $78 million in regulatory assets, lists Teri A. Daniels on its Form ADV as Trustee - the Daniels GST Trust, a control person.

Firms and roles

  • Pearl Lane Advisors, LLCTrustee - the Daniels GST TrustPrivate fund adviser · New York, NY · $78M in regulatory assets

AtlasMembers

Teri’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 (7)

2 more people named with Teri on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

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