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| Burleson & Company LLC
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|---|---|
| CRD # | 131803 |
| SEC # | 801-66240 |
| CIK # | 0001733510 |
| AUM | $492.0 MM (2023-03-29) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 707-283-0520 |
| Address | 201 1st Street Petaluma, CA 94952-4288 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| VC | BCO Venture Fund I LP | [2020-03-28] | 1.1 | 3.4 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 218 | 92.9 |
| (b) Individuals (high net worth individuals) | 54 | 209.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 3.4 |
| (g) Pension and profit sharing plans | 41 | 159.2 |
| (h) Charitable organizations | 8 | 17.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 9.3 |
| (n) Other | 0 | 0.0 |
| Total | 965 | 492.0 |
| By Discretionary | ||
| Discretionary | 929 | 373.6 |
| Non-Discretionary | 36 | 118.5 |
| Total | 965 | 492.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 492.0 | |
| Total | 965 | 492.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Bryce Brown | 2 | ||
| James Burleson | 1 | ||
| NA Bco Venture Fund I GP LLC | 1 | ||
| Heidi Wilson | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001733510] |
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