PPrivate Fund Data Log in Join · $37/mo

Henry Bernard Margulies

Chief Compliance Officer, Chief Executive Officer, PresidentCorgi Strategies, LLCCRD 8128349

About Henry Bernard Margulies

Henry Bernard Margulies is listed as Chief Compliance Officer, Chief Executive Officer, President at Corgi Strategies, LLC in San Francisco, CA. Form ADV reports a beneficial ownership band of Under 5%. Henry Bernard Margulies is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Corgi Strategies, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Henry Bernard Margulies work?

Henry Bernard Margulies is listed as Chief Compliance Officer, Chief Executive Officer, President at Corgi Strategies, LLC on SEC Form ADV.

How much of Corgi Strategies, LLC does Henry Bernard Margulies own?

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

Corgi Strategies, LLC

TitleChief Compliance Officer, Chief Executive Officer, President
OwnershipUnder 5%
Control personYes
Since2025
View Corgi Strategies, LLC →

Bark Securities, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025
View Bark Securities, LLC →