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Managing Member, Portfolio Manager · Rice Hall James & Associates LLC

Yossef Y. Lipsker

CRD 4329940 · Named on Form ADV at one SEC-registered adviser

At a glance

Rice Hall James & Associates LLC, an SEC-registered asset manager based in SAN Diego, CA with $1.7 billion in regulatory assets, lists Yossef Y. Lipsker on its Form ADV as Managing Member, Portfolio Manager, a control person.

Firms and roles

AtlasMembers

Yossef’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 (7)

2 more people named with Yossef on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

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