Chief Executive Officer and Chief Compliance Officer · Lloyd Harbor Capital Management, LLC
Timothy J. Rotolo
CRD 5161774 · Named on Form ADV at one SEC-registered adviser
At a glance
Lloyd Harbor Capital Management, LLC, an SEC-registered private fund adviser based in Cold Spring Harbor, NY with $354 million in regulatory assets, lists Timothy J. Rotolo on its Form ADV as Chief Executive Officer and Chief Compliance Officer, a control person.
Firms and roles
- Lloyd Harbor Capital Management, LLCChief Executive Officer and Chief Compliance OfficerPrivate fund adviser · Cold Spring Harbor, NY · $354M in regulatory assets
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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.