Jonathan David Lee
Chief Compliance OfficerStackwell Capital Advisers, LLCCRD 6824424
About Jonathan David Lee
Jonathan David Lee is listed as Chief Compliance Officer at Stackwell Capital Advisers, LLC in Boston, MA. Form ADV reports a beneficial ownership band of Under 5%. Jonathan David Lee is associated with 5 registered advisers.
Reported ownership
Owns Under 5% of Stackwell Capital Advisers, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jonathan David Lee work?
Jonathan David Lee is listed as Chief Compliance Officer at Stackwell Capital Advisers, LLC on SEC Form ADV.
How much of Stackwell Capital Advisers, LLC does Jonathan David Lee own?
Form ADV reports a beneficial ownership band of Under 5%.
Stackwell Capital Advisers, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2021 |
Betteredge Capital LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |
Em Advisor, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2022 |
Ce Investment Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2023 |
Larch Capital Partners LLC
| Title | Cco |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |