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Chief Investment Officer - U.S. and Alternative Strategies, Lead Portfolio Manager, Manager · Clarivest Asset Management LLC

Todd N. Wolter

CRD 2642258 · Named on Form ADV at one SEC-registered adviser

At a glance

Clarivest Asset Management LLC, an SEC-registered asset manager based in SAN Diego, CA with $3.0 billion in regulatory assets, lists Todd N. Wolter on its Form ADV as Chief Investment Officer - U.S. and Alternative Strategies, Lead Portfolio Manager, Manager, a control person.

Firms and roles

  • Clarivest Asset Management LLCChief Investment Officer - U.S. and Alternative Strategies, Lead Portfolio Manager, ManagerAsset manager · SAN Diego, CA · $3.0B 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
Locked
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

  • David R. VaughnChief Investment Officer - Non-U.s. and Global Strategies, Lead Portfolio Manager, Manager, Clarivest Asset Management LLC
  • Eric C. WilwantManager, Clarivest Asset Management LLC
  • Edward Rick IVPresident, Manager, Clarivest Asset Management LLC
  • Matthew B OrtonManager, Clarivest Asset Management LLC
  • Elena K McCurryChief Compliance Officer, Clarivest 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 Todd’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.