Exec VP and Management Committee Member · Cercano Management LLC
Yongbai Choi
CRD 4568474 · Named on Form ADV at one SEC-registered adviser
At a glance
Cercano Management LLC, an SEC-registered private fund adviser based in Bellevue, WA with $7.3 billion in regulatory assets, lists Yongbai Choi on its Form ADV as Exec VP and Management Committee Member, a control person.
Firms and roles
- Cercano Management LLCExec VP and Management Committee MemberPrivate fund adviser · Bellevue, WA · $7.3B in regulatory assets
AtlasMembers
Yongbai’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
- Albert F. HwangExec VP and Management Committee Member, Cercano Management LLC
- Christopher N. OrndorffPresident, Management Committee Member, Cercano Management LLC
- Joel W. ShoopChief Financial Officer, Cercano Management LLC
- Malinda M. KhauvChief Compliance Officer, Cercano Management LLC
- Patricia A. HalperCo-Chief Investment Officer, Cercano Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Yongbai’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.