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Daniel Gerard Stephen

Managing Member/Chief Compliance OfficerServatus Capital, LLCCRD 3232541

About Daniel Gerard Stephen

Daniel Gerard Stephen is listed as Managing Member/Chief Compliance Officer at Servatus Capital, LLC in Naples, FL. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Servatus Capital, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Daniel Gerard Stephen work?

Daniel Gerard Stephen is listed as Managing Member/Chief Compliance Officer at Servatus Capital, LLC on SEC Form ADV.

How much of Servatus Capital, LLC does Daniel Gerard Stephen own?

Form ADV reports a beneficial ownership band of 50-75%.

Servatus Capital, LLC

TitleManaging Member/Chief Compliance Officer
Ownership50-75%
Control personYes
Since2020
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