Karen Bezar has been Managing Partner of Thrive Capital Management since September 2018, is a control person of the firm and directly owns under 5% of it.
Thrive Capital Management, LLC is a Fort Washington, PA firm with $657M under management, 786 clients and 13 advisers across 4 offices, as of its June 2026 filing.
No adviser firm registrations are on Karen Bezar’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 21 July 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 June 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 June 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Karen Lee Bezar
- CRD
- 5118424
- Firm
- Thrive Capital Management · CRD 281347
- Role
- Managing Partner
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Karen Bezar work?
Karen Bezar has been Managing Partner of Thrive Capital Management, LLC since September 2018, and is a control person of the firm.
Does Karen Bezar have a current investment-adviser registration?
Karen Bezar has no current investment-adviser or broker registration.
What exams has Karen Bezar passed?
Karen Bezar has passed 3 licensing exams: the Series 6, Series 63 and Series 26. The earliest, the Series 6, was passed in June 2006. FINRA credited Karen Bezar with the SIE, which began in October 2018.
Is Karen Bezar registered with FINRA?
No. Karen Bezar has no current broker registration.
How can I verify Karen Bezar’s record?
Search CRD 5118424 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Karen Bezar’s full registration record.
- Brett PohlChief Compliance Officer
- Christopher BakDirector of Investment Operations
- David BezarManaging Director
- Bret ElamManaging Partner