Co-Chairman of the Board · Weitz Investment Management, Inc.
Wallace R. Weitz
CRD 462632 · Named on Form ADV at one SEC-registered adviser
At a glance
Weitz Investment Management, Inc., an SEC-registered asset manager based in Omaha, NE with $8.1 billion in regulatory assets, lists Wallace R. Weitz on its Form ADV as Co-Chairman of the Board, a control person.
Firms and roles
- Weitz Investment Management, Inc.Co-Chairman of the BoardAsset manager · Omaha, NE · $8.1B in regulatory assets
AtlasMembers
Wallace’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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Colleagues named on the same filings (6)
- Bradley P. HintonExecutive Vice President and Co-Chief Investment Officer, Weitz Investment Management, Inc.
- John R. DetischVice President and Chief Compliance Officer, Weitz Investment Management, Inc.
- Andrew S. WeitzCo-Chairman of the Board and Co-Chief Investment Officer, Weitz Investment Management, Inc.
- James J. BoynePresident and Assistant Treasurer, Weitz Investment Management, Inc.
- Shar M. BennettSenior Vice President, Chief Financial Officer and Treasurer, Weitz Investment Management, Inc.
1 more person named with Wallace on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Wallace’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.