POPLAR FOREST CAPITAL LLC of PASADENA, CA is an SEC-registered investment adviser (CRD 145250). Regulatory assets under management: $1.3B.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| James Dale Harvey | MANAGING MEMBER, CHAIRMAN, & CEO | Pasadena, CA |
| Erin Chetwood | CHIEF COMPLIANCE OFFICER | Pasadena, CA |
| Anne Ryan Newman | CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | — |
| Drew Wayne Taylor | PRESIDENT | — |
| MORPHY CHRISTOPHER EVANS | PRESIDENT | — |
| HARVEY ROBERT DALE | MANAGING MEMBER, CHAIRMAN, & CEO; MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | — |
| MAYS LOWRY | SHAREHOLDER | — |
| NEWMAN ANDREW RYAN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CFO, AND COO; CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | — |
| MCANIFF PETER JAMES | CHIEF COMPLIANCE OFFICER | — |
| LLOYD CATHERINE MARIE | DIRECTOR OF RESEARCH; RESEARCH ANALYST | — |
| CHETWOOD ERIN | CHIEF COMPLIANCE OFFICER | — |
| TAYLOR DREW WAYNE | PRESIDENT | — |
| DERMAN DEREK SCOTT | RESEARCH ANALYST & CO-PORTFOLIO MANAGER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| POPLAR FOREST FUND, L.P. | Other Private Fund | Delaware | 15 | $98.6M | $2.5M |