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Avi L Stein

Chief Financial OfficerEquitycompass Investment Management, LLCCRD 5835030

About Avi L Stein

Avi L Stein is listed as Chief Financial Officer at Equitycompass Investment Management, LLC in Baltimore, MD. Form ADV reports a beneficial ownership band of Under 5%. Avi L Stein is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Equitycompass Investment Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Avi L Stein work?

Avi L Stein is listed as Chief Financial Officer at Equitycompass Investment Management, LLC on SEC Form ADV.

How much of Equitycompass Investment Management, LLC does Avi L Stein own?

Form ADV reports a beneficial ownership band of Under 5%.

Equitycompass Investment Management, LLC

TitleChief Financial Officer
OwnershipUnder 5%
Control personYes
Since2020
View Equitycompass Investment Management, LLC →

Washington Crossing Advisors LLC

TitleChief Financial Officer
OwnershipUnder 5%
Control personYes
Since2020
View Washington Crossing Advisors LLC →

Stifel Capital Management, LLC

TitleChief Financial Officer
OwnershipUnder 5%
Control personYes
Since2023
View Stifel Capital Management, LLC →