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Managing Member, Senior Portfolio Manager · Coburn Barrett, LLC

Thomas Wehlen

CRD 6193028 · Named on Form ADV at one SEC-registered adviser

At a glance

Coburn Barrett, LLC, an SEC-registered private fund adviser based in SAN Francisco, CA with $113 million in regulatory assets, lists Thomas Wehlen on its Form ADV as Managing Member, Senior Portfolio Manager, a control person.

Firms and roles

  • Coburn Barrett, LLCManaging Member, Senior Portfolio ManagerPrivate fund adviser · SAN Francisco, CA · $113M in regulatory assets

AtlasMembers

Thomas’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 Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.