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Coates, Robert Cainon files as an exempt reporting adviser
New exempt reporting adviser · CRD 340237 · 802-137740 · effective 2026-10-16
Effective 2026-10-16. Advises private funds. Sole Proprietorship (VA).
Advises private funds
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Fund administration & audit
Registration history
- 2026-10-16 — New exempt reporting adviser
- 2026-10-16 — New state-registered adviser