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Manager; Chief Executive Officer · Pennybacker Capital Management, LLC

Timothy P. Berry

CRD 4171442 · Named on Form ADV at one SEC-registered adviser

At a glance

Pennybacker Capital Management, LLC, an SEC-registered private fund adviser based in Austin, TX with $4.9 billion in regulatory assets, lists Timothy P. Berry on its Form ADV as Manager; Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Timothy’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

  • Vincent P. ReynaMember and Chief Investment Officer, Pennybacker Capital Management, LLC
  • Lindsey A. JacotChief Compliance Officer/chief Financial Officer, Pennybacker Capital Management, LLC
  • Thomas H. BeierPresident, Pennybacker Capital 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 Timothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.