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Managing Member; Chief Compliance Officer · Charbeth Advisory L.L.C.

Xavier Vegas

CRD 4725237 · Named on Form ADV at one SEC-registered adviser

At a glance

Charbeth Advisory L.L.C., an SEC-registered asset manager with $370 million in regulatory assets, lists Xavier Vegas on its Form ADV as Managing Member; Chief Compliance Officer, a control person.

Firms and roles

  • Charbeth Advisory L.L.C.Managing Member; Chief Compliance OfficerAsset manager · United States · $370M in regulatory assets

AtlasMembers

Xavier’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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Search and export owners by title, state and firm size
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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

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