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Managing Member · O'brien-Staley Partners

Warren R. Staley

CRD 6267115 · Named on Form ADV at one SEC-registered adviser

At a glance

O'brien-Staley Partners, an SEC-registered private fund adviser based in Edina, MN with $1.4 billion in regulatory assets, lists Warren R. Staley on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Warren’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

  • Edgar G. O'BrienChief Executive Officer and Chief Investment Officer, O'brien-Staley Partners
  • Leroi C. AndersonChief Compliance Officer; Chief Operating Officer, O'brien-Staley Partners
  • Yvette M. BowenChief Human Resources Officer, O'brien-Staley Partners
  • John J. SikoraChief Financial Officer, O'brien-Staley Partners

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Warren’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.