| Name | Title | Ownership | Since |
|---|---|---|---|
| Geoffrey Todd Gervasini Control | Managing Partner, Chief Investment Officer | Over 75% | 2006 |
| Gregory J Brittain | Partner, Chief Compliance Officer | 5-10% | 2021 |
| Wakefield Asset Management Corporation Control | General Partner | Under 5% | 2006 |
Wakefield Asset Management, LLLP reports $371.2 million in regulatory assets under management on its Form ADV.
Wakefield Asset Management, LLLP reports 10 employees.
Wakefield Asset Management, LLLP is based in Englewood, CO and has been SEC-registered since 2007.
Wakefield Asset Management, LLLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7887 East Belleview Ave, Suite #800, Englewood, CO 80111 |
| Phone | 303-771-0630 |
| Fax | 303-770-0160 |
| Office hours | 7:30a.m. To 4:30p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1600435 |
| Discloses disciplinary history | No |
| Discretionary | $370.9M |
| Non-discretionary | $321K |
| Total (RAUM) | $371.2M |