PPrivate Fund Data Log in Join · $37/mo

Carleen Acosta

PrincipalCascade Financial Partners, LLCCRD 2818250

About Carleen Acosta

Carleen Acosta is listed as Principal at Cascade Financial Partners, LLC in San Diego, CA. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Cascade Financial Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Carleen Acosta work?

Carleen Acosta is listed as Principal at Cascade Financial Partners, LLC on SEC Form ADV.

How much of Cascade Financial Partners, LLC does Carleen Acosta own?

Form ADV reports a beneficial ownership band of 5-10%.

Cascade Financial Partners, LLC

TitlePrincipal
Ownership5-10%
Control personNo
Since2023