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President and Managing Director · Lab Quantitative Strategies, LLC

William M. Small

CRD 5019652 · Named on Form ADV at one SEC-registered adviser

At a glance

Lab Quantitative Strategies, LLC, an SEC-registered private fund adviser based in Denver, CO with $1.6 billion in regulatory assets, lists William M. Small on its Form ADV as President and Managing Director, a control person.

Firms and roles

AtlasMembers

William’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Trent E. MayChief Investment Officer, Lab Quantitative Strategies, LLC
  • Kevin M. BushChief Compliance Officer, General Counsel and Secretary, Lab Quantitative Strategies, LLC
  • Lesa S. CarpinelloChief Operating Officer, Lab Quantitative Strategies, LLC

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