PPrivate Fund Data Log in Join · $37/mo

Jonathan Ian Grundman

Chief Investment OfficerAdaptive Financial Consulting, LLCCRD 6537885

About Jonathan Ian Grundman

Jonathan Ian Grundman is listed as Chief Investment Officer at Adaptive Financial Consulting, LLC in Beachwood, OH. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Adaptive Financial Consulting, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jonathan Ian Grundman work?

Jonathan Ian Grundman is listed as Chief Investment Officer at Adaptive Financial Consulting, LLC on SEC Form ADV.

How much of Adaptive Financial Consulting, LLC does Jonathan Ian Grundman own?

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

Adaptive Financial Consulting, LLC

TitleChief Investment Officer
OwnershipUnder 5%
Control personNo
Since2017
View Adaptive Financial Consulting, LLC →