Fermata is an investment advisor in Sonoma.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
461404046
SEC advisor number
801-117411
FINRA CRD number
305614
Employees
2
Address
Fermata
1705 LAMBS ROAD
CHARLOTTESVILLE
VA 22901
1705 LAMBS ROAD
CHARLOTTESVILLE
VA 22901
Office hours
Monday - Friday, 9-5
Phone
(434) 989-5888
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Sipes, Christopher, David | Chief Compliance Officer | 08/2019 | < 5% |
| Blonski, Daren | Member | 08/2019 | > 75% |
Latest filings (excl ownership)
D
$8.56M in debt / securities to be acquired, sold $8.56M, 15 investors
25 Oct 21
D
$3.5M in equity, sold $3.5M, 1 investor
25 Oct 21
D
$1.65M in equity, sold $1.65M, 14 investors
13 May 20
D
$2.5M in equity, sold $2.5M, 14 investors
23 Jan 20
D
$499K in debt / securities to be acquired, sold $499K, 7 investors
23 Jan 20
D
$4.5M in equity / debt / securities to be acquired, sold $2M, 9 investors
26 Nov 18
D
$4.5M in equity / options / securities to be acquired, sold $3.92M, 12 investors
31 Jan 18
Latest ownership filings
No filings