Managing Member, President, and Chief Compliance Officer · Iron Horse Asset Management LLC
Terrence M. Jack
CRD 2542035 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Iron Horse Asset Management LLC, an SEC-registered asset manager based in Neenah, WI with $0 in regulatory assets, lists Terrence M. Jack on its Form ADV as Managing Member, President, and Chief Compliance Officer, a control person. The SEC filings also name Terrence at 1 other registered adviser.
Firms and roles
- Iron Horse Asset Management LLCManaging Member, President, and Chief Compliance OfficerAsset manager · Neenah, WI · $0M in regulatory assets
- Sugar Maple Asset Management, LLCChief Investment OfficerWealth manager · Sister Bay, WI · $292M in regulatory assets
AtlasMembers
Terrence’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 each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- 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
- Jeremy P. SchwabPresident and Chief Compliance Officer, Sugar Maple Asset Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Terrence’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.