CSAT INVESTMENT ADVISORY, L.P.
Legal name: EXPONENTIAL ETFS
CRD #161626 SEC #801-74619 DETROIT, MI 313-281-8000
SEC Registered
Total AUM
$107.6M
Discretionary
$107.6M
Employees
7
Clients
--
Accounts
3
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2021
- Branch Offices
- 1
- LEI
- 549300OYLIJE16XRL0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAK, PHIL, SHELDON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BAK, PHIL, SHELDON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BAK, PHIL, SHELDON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BAK, PHIL, SHELDON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BAK, PHIL, SHELDON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CATTIER, JOHN, FRANCIS | I | DIRECTOR OF RELYING ADVISER | NA | Control |
| CATTIER, JOHN, FRANCIS | I | DIRECTOR OF RELYING ADVISER | NA | Control |
| CATTIER, JOHN, FRANCIS | I | DIRECTOR OF RELYING ADVISER | NA | Control |
| CATTIER, JOHN, FRANCIS | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND DIRECTOR OF RELYING ADVISER | NA | Control |
| CATTIER, JOHN, FRANCIS | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND DIRECTOR OF RELYING ADVISER | NA | Control |
| CATTIER, JOHN, FRANCIS | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND DIRECTOR OF RELYING ADVISER | NA | Control |
| CATTIER, JOHN, FRANCIS | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND DIRECTOR OF RELYING ADVISER | NA | Control |
| CATTIER, JOHN, FRANCIS | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND DIRECTOR OF RELYING ADVISER | NA | Control |
| CATTIER, JOHN, FRANCIS | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND DIRECTOR OF RELYING ADVISER | NA | Control |
| CATTIER, JOHN, FRANCIS | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND DIRECTOR OF ADVISOR AND EXEMPT ADVISOR | NA | Control |
| CHJ INVESTMENT ADVISORY, LLC | DE | GENERAL PARTNER | NA | Control |
| CHJ INVESTMENT ADVISORY, LLC | DE | GENERAL PARTNER | NA | Control |
| CHJ INVESTMENT ADVISORY, LLC | DE | GENERAL PARTNER | NA | Control |
| CHJ INVESTMENT ADVISORY, LLC | DE | GENERAL PARTNER | NA | Control |
| CHJ INVESTMENT ADVISORY, LLC | DE | GENERAL PARTNER | NA | Control |
| CHJ INVESTMENT ADVISORY, LLC | DE | GENERAL PARTNER | NA | Control |
| CHJ INVESTMENT ADVISORY, LLC | DE | GENERAL PARTNER | NA | Control |
| CHJ INVESTMENT ADVISORY, LLC | DE | GENERAL PARTNER | NA | Control |
| CHJ INVESTMENT ADVISORY, LLC | DE | GENERAL PARTNER | NA | Control |
| CHJ INVESTMENT ADVISORY, LLC | DE | GENERAL PARTNER | NA | Control |
| CHJ INVESTMENT ADVISORY, LLC | DE | GENERAL PARTNER | NA | Control |
| CHJ INVESTMENT ADVISORY, LLC | DE | GENERAL PARTNER | NA | Control |
| CHJ INVESTMENT ADVISORY, LLC | DE | GENERAL PARTNER | NA | Control |
| CHJ INVESTMENT ADVISORY, LLC | DE | GENERAL PARTNER | NA | Control |
| CHJ INVESTMENT ADVISORY, LLC | DE | GENERAL PARTNER | NA | Control |
| CHJ INVESTMENT ADVISORY, LLC | DE | GENERAL PARTNER | NA | Control |
| CHJ INVESTMENT ADVISORY, LLC | DE | GENERAL PARTNER | NA | Control |
| CHJ INVESTMENT ADVISORY, LLC | DE | GENERAL PARTNER | NA | Control |
| CHJ INVESTMENT ADVISORY, LLC | DE | GENERAL PARTNER | NA | Control |
| FORNELL, CLAES, GORAN | I | DIRECTOR OF RELYING ADVISER | NA | Control |
| FORNELL, CLAES, GORAN | I | DIRECTOR OF RELYING ADVISER | NA | Control |
| FORNELL, CLAES, GORAN | I | DIRECTOR OF RELYING ADVISER | NA | Control |
| FORNELL, CLAES, GORAN | I | DIRECTOR OF RELYING ADVISER | NA | Control |
| FORNELL, CLAES, GORAN | I | DIRECTOR OF RELYING ADVISER | NA | Control |
| FORNELL, CLAES, GORAN | I | DIRECTOR OF RELYING ADVISER | NA | Control |
| FORNELL, CLAES, GORAN | I | DIRECTOR OF RELYING ADVISER | NA | Control |
| FORNELL, CLAES, GORAN | I | DIRECTOR OF RELYING ADVISER | NA | Control |
| FORNELL, CLAES, GORAN | I | DIRECTOR OF RELYING ADVISER | NA | Control |
| FORNELL, CLAES, GORAN | I | DIRECTOR OF ADVISOR AND EXEMPT ADVISOR | NA | Control |
| KRATKY, THOMAS, D (MI ONLY) | I | MANAGING DIRECTOR | NA | Control |
| KRATKY, THOMAS, D (MI ONLY) | I | MANAGING DIRECTOR | NA | Control |
| KRATKY, THOMAS, DALE | I | LIMITED PARTNER, MANAGING DIRECTOR | NA | Control |
| KRATKY, THOMAS, DALE | I | DIRECTOR OF RELYING ADVISER | NA | Control |
| KRATKY, THOMAS, DALE | I | LIMITED PARTNER, MANAGING DIRECTOR | NA | Control |
| KRATKY, THOMAS, DALE | I | DIRECTOR OF RELYING ADVISER | NA | Control |
| KRATKY, THOMAS, DALE | I | LIMITED PARTNER, MANAGING DIRECTOR | NA | Control |
| KRATKY, THOMAS, DALE | I | DIRECTOR OF RELYING ADVISER | NA | Control |
| LEE, DAVID, (NMN) | I | LIMITED PARTNER, MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, DAVID, (NMN) | I | DIRECTOR OF RELYING ADVISER | NA | Control |
| LEE, DAVID, (NMN) | I | LIMITED PARTNER, MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, DAVID, (NMN) | I | DIRECTOR OF RELYING ADVISER | NA | Control |
| LEE, DAVID, (NMN) | I | LIMITED PARTNER, MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, DAVID, (NMN) | I | DIRECTOR OF RELYING ADVISER | NA | Control |
| LEE, DAVID, (NMN) | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, DAVID, (NMN) | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| Ragauss, Charles, Alan | I | CHIEF OPERATING OFFICER | NA | Control |
| Ragauss, Charles, Alan | I | CHIEF OPERATING OFFICER | NA | Control |
| FORNELL, CLAES, (NMN) | I | CHAIRMAN AND FOUNDING PARTNER | E | Control |
| FORNELL, CLAES, GORAN | I | LIMITED PARTNER, CHAIRMAN AND FOUNDING PARTNER | E | Control |
| FORNELL, CLAES, GORAN | I | LIMITED PARTNER, CHAIRMAN AND FOUNDING PARTNER | E | Control |
| FORNELL, CLAES, GORAN | I | LIMITED PARTNER, CHAIRMAN AND FOUNDING PARTNER | E | Control |
| FORNELL, CLAES, GORAN | I | CHAIRMAN AND FOUNDING PARTNER | E | Control |
| FORNELL, CLAES, GORAN | I | LIMITED PARTNER, CHAIRMAN AND FOUNDING PARTNER | E | Control |
| FORNELL, CLAES, GORAN | I | LIMITED PARTNER, CHAIRMAN AND FOUNDING PARTNER | E | Control |
| FORNELL, CLAES, GORAN | I | LIMITED PARTNER, CHAIRMAN AND FOUNDING PARTNER | E | Control |
| FORNELL, CLAES, GORAN | I | LIMITED PARTNER, CHAIRMAN AND FOUNDING PARTNER | E | Control |
| FORNELL, CLAES, GORAN | I | LIMITED PARTNER, CHAIRMAN AND FOUNDING PARTNER | E | Control |
| FORNELL, CLAES, GORAN | I | LIMITED PARTNER, CHAIRMAN AND FOUNDING PARTNER | E | Control |
| FORNELL, CLAES, GORAN | I | LIMITED PARTNER, CHAIRMAN AND FOUNDING PARTNER | D | Control |
| FORNELL, CLAES, GORAN | I | LIMITED PARTNER, CHAIRMAN | D | Control |
| FORNELL, CLAES, GORAN | I | LIMITED PARTNER, CHAIRMAN | D | Control |
| FORNELL, CLAES, GORAN | I | LIMITED PARTNER, CHAIRMAN | D | Control |
| FORNELL, CLAES, GORAN | I | LIMITED PARTNER, CHAIRMAN | D | Control |
| FORNELL, CLAES, GORAN | I | LIMITED PARTNER, CHAIRMAN | D | Control |
| FORNELL, CLAES, GORAN | I | LIMITED PARTNER, CHAIRMAN | D | Control |
| FORNELL, CLAES, GORAN | I | LIMITED PARTNER, CHAIRMAN | D | Control |
| BAK, PHIL, SHELDON | I | CHIEF EXECUTIVE OFFICER | B | Control |
| BAK, PHIL, SHELDON | I | CHIEF EXECUTIVE OFFICER | B | Control |
| BAK, PHIL, SHELDON | I | CHIEF EXECUTIVE OFFICER | B | Control |
| BAK, PHIL, SHELDON | I | CHIEF EXECUTIVE OFFICER | B | Control |
| BAK, PHIL, SHELDON | I | CHIEF EXECUTIVE OFFICER | B | Control |
| BAK, PHIL, SHELDON | I | CHIEF EXECUTIVE OFFICER | B | Control |
| BAK, PHIL, SHELDON | I | LIMITED PARTNER | B | |
| CATTIER, JOHN, FRANCIS | I | LIMITED PARTNER, PRINCIPAL AND FOUNDING PARTNER | B | Control |
| CATTIER, JOHN, FRANCIS | I | LIMITED PARTNER, PRINCIPAL AND FOUNDING PARTNER | B | Control |
| CATTIER, JOHN, FRANCIS | I | LIMITED PARTNER, PRINCIPAL AND FOUNDING PARTNER | B | Control |
| CATTIER, JOHN, FRANCIS | I | PRINCIPAL AND FOUNDING PARTNER | B | Control |
| CATTIER, JOHN, FRANCIS | I | PRINCIPAL AND FOUNDING PARTNER | B | Control |
| CATTIER, JOHN, FRANCIS | I | LIMITED PARTNER, PRINCIPAL AND FOUNDING PARTNER | B | Control |
| CATTIER, JOHN, FRANCIS | I | LIMITED PARTNER, PRINCIPAL AND FOUNDING PARTNER | B | Control |
| CATTIER, JOHN, FRANCIS | I | LIMITED PARTNER, PRINCIPAL AND FOUNDING PARTNER | B | Control |
| CATTIER, JOHN, FRANCIS | I | LIMITED PARTNER, PRINCIPAL AND FOUNDING PARTNER | B | Control |
| CATTIER, JOHN, FRANCIS | I | LIMITED PARTNER, PRINCIPAL AND FOUNDING PARTNER | B | Control |
| CATTIER, JOHN, FRANCIS | I | LIMITED PARTNER, PRINCIPAL AND FOUNDING PARTNER | B | Control |
| Bak, Harris | I | LIMITED PARTNER | A | |
| Bak, Harris | I | LIMITED PARTNER | A | |
| Bak, Harris | I | LIMITED PARTNER | A | |
| Bak, Harris | I | LIMITED PARTNER | A | |
| Bak, Harris | I | LIMITED PARTNER | A | |
| Bak, Harris | I | LIMITED PARTNER | A | |
| CATTIER, JOHN, FRANCIS | I | LIMITED PARTNER, PRINCIPAL AND FOUNDING PARTNER | A | Control |
| CATTIER, JOHN, FRANCIS | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| CATTIER, JOHN, FRANCIS | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| CATTIER, JOHN, FRANCIS | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| CATTIER, JOHN, FRANCIS | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| CATTIER, JOHN, FRANCIS | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| CATTIER, JOHN, FRANCIS | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| CATTIER, JOHN, FRANCIS | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CS FUND INVESTMENT, LLC | DE | CSAT CAPITAL MANAMGEMENT (CAYMAN) LTD. | E | Control |
| CS FUND INVESTMENT, LLC | DE | CSAT CAPITAL MANAMGEMENT (CAYMAN) LTD. | E | Control |
| CS FUND INVESTMENT, LLC | DE | CSAT CAPITAL MANAMGEMENT (CAYMAN) LTD. | E | Control |
| CS FUND INVESTMENT, LLC | DE | CSAT CAPITAL MANAMGEMENT (CAYMAN) LTD. | E | Control |
| CS FUND INVESTMENT, LLC | DE | CSAT CAPITAL MANAMGEMENT (CAYMAN) LTD. | E | Control |
| CS FUND INVESTMENT, LLC | DE | CSAT CAPITAL MANAMGEMENT (CAYMAN) LTD. | E | Control |
| CS FUND INVESTMENT, LLC | DE | CSAT CAPITAL MANAMGEMENT (CAYMAN) LTD. | E | Control |
| CS FUND INVESTMENT, LLC | DE | CSAT CAPITAL MANAMGEMENT (CAYMAN) LTD. | E | Control |
| CS FUND INVESTMENT, LLC | DE | CSAT CAPITAL MANAMGEMENT (CAYMAN) LTD. | E | Control |
| FORNELL, CLAES, (NMN) | I | CHJ INVESTMENT ADVISORY, LLC | E | Control |
| FORNELL, CLAES, GORAN | I | CHJ INVESTMENT ADVISORY, LLC | E | Control |
| FORNELL, CLAES, GORAN | I | CHJ INVESTMENT ADVISORY, LLC | E | Control |
| FORNELL, CLAES, GORAN | I | CHJ INVESTMENT ADVISORY, LLC | E | Control |
| FORNELL, CLAES, GORAN | I | CHJ INVESTMENT ADVISORY, LLC | E | Control |
| FORNELL, CLAES, GORAN | I | CHJ INVESTMENT ADVISORY, LLC | E | Control |
| FORNELL, CLAES, GORAN | I | CHJ INVESTMENT ADVISORY, LLC | E | Control |
| FORNELL, CLAES, GORAN | I | CHJ INVESTMENT ADVISORY, LLC | E | Control |
| FORNELL, CLAES, GORAN | I | CHJ INVESTMENT ADVISORY, LLC | E | Control |
| FORNELL, CLAES, GORAN | I | CHJ INVESTMENT ADVISORY, LLC | E | Control |
| FORNELL, CLAES, GORAN | I | CHJ INVESTMENT ADVISORY, LLC | E | Control |
| FORNELL, CLAES, GORAN | I | CHJ INVESTMENT ADVISORY, LLC | E | Control |
| FORNELL, CLAES, GORAN | I | CHJ INVESTMENT ADVISORY, LLC | E | Control |
| FORNELL, CLAES, GORAN | I | CHJ INVESTMENT ADVISORY, LLC | E | Control |
| FORNELL, CLAES, GORAN | I | CHJ INVESTMENT ADVISORY, LLC | E | Control |
| FORNELL, CLAES, GORAN | I | CHJ INVESTMENT ADVISORY, LLC | E | Control |
| FORNELL, CLAES, GORAN | I | CHJ INVESTMENT ADVISORY, LLC | E | Control |
| FORNELL, CLAES, GORAN | I | CHJ INVESTMENT ADVISORY, LLC | E | Control |
| FORNELL, CLAES, GORAN | I | CHJ INVESTMENT ADVISORY, LLC | E | Control |
Registrations
Federal
IA
Mar 29, 2021 REGISTERED
Notice Filings (2)
CT MI
Address
1001 WOODWARD AVE SUITE 500DETROIT, MI 48226
United States
Phone: 313-281-8000