AUMdb
NR

Nick Robert Roossien

CRD 5245707

Firms

FirmRoleAs of
Precept Management, Llc Registered representative 07/20/2026
9823 Capital, Lp Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Ownership stakes

  • Precept Management, Llc
    Chief Financial Officer And Chief Compliance Officer, Precept Management, Llc · Less than 5% · Mar 2024
  • 9823 Capital, Lp
    Chief Compliance Officer · Less than 5% · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗