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Chief Financial Officer, Chief Compliance Officer · Virtera Partners LLC

Todd D. Pence

CRD 7326522 · Named on Form ADV at one SEC-registered adviser

At a glance

Virtera Partners LLC, an SEC-registered asset manager based in Pepper Pike, OH with $452 million in regulatory assets, lists Todd D. Pence on its Form ADV as Chief Financial Officer, Chief Compliance Officer.

Firms and roles

  • Virtera Partners LLCChief Financial Officer, Chief Compliance OfficerAsset manager · Pepper Pike, OH · $452M in regulatory assets

AtlasMembers

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