Managing Director; Executive Committee · Brockenbrough
Walter S. Robertson
CRD 4443678 · Named on Form ADV at one SEC-registered adviser
At a glance
Brockenbrough, an SEC-registered private fund adviser based in Richmond, VA with $5.5 billion in regulatory assets, lists Walter S. Robertson on its Form ADV as Managing Director; Executive Committee, a control person.
Firms and roles
- BrockenbroughManaging Director; Executive CommitteePrivate fund adviser · Richmond, VA · $5.5B in regulatory assets
AtlasMembers
Walter’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Austin Brockenbrough IIIManaging Director & Chairman of the Board, Brockenbrough
- Charles M. CaravatiManaging Director & Secretary; Executive Committee, Brockenbrough
- David A. LyonsChief Compliance Officer (01/2021); Managing Director; Treasurer (09/2000) ; Executive Committee, Brockenbrough
- Austin Brockenbrough IVManaging Director; President; Executive Committee, Brockenbrough
- Christopher J. DionManaging Director; Executive Committee, Brockenbrough
1 more person named with Walter 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 Walter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.