Skip to content

Jonas Katz

Chief Marketing Officer at Sali Fund Management

Officer recordForm ADV filed 25 August 2026

Jonas Katz is Chief Marketing Officer of Sali Fund Management, LLC, an Austin investment adviser.

Career

Jonas Katz has been Chief Marketing Officer of Sali Fund Management since October 2016. Jonas Katz is a control person of the firm and directly owns under 5% of it.

Sali Fund Management, LLC is an Austin, TX firm with $46B under management, 246 clients and 5 advisers in one office, as of its August 2026 filing.

SALI identifies Jonas Katz as Chief Marketing Officer. The 2022 publication says he joined the firm in 2016 and manages relationships with life insurers and investment managers.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Jonas Katz is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Jonas Katz
CRD
5141475
Record basis
Form ADV officer listing
Firm bio
sali.com

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Jonas Katz work?

Jonas Katz has been Chief Marketing Officer of Sali Fund Management, LLC since October 2016, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 25 August 2026

Leadership at Sali Fund Management

Sources

  1. IAPD individual lookup, CRD 5141475. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Sali Fund Management, LLC, filed 25 August 2026. Title, control and ownership bands.
  3. Sali Fund Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction