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⚲
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| Stewart & Patten Co LLC
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| |
|---|---|
| CRD # | 109235 |
| SEC # | 801-55172 |
| CIK # | 0000860580 |
| AUM | $1.0 BB (2024-02-20) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 415-421-4932 |
| Address | 3675 Mt Diablo Blvd, Suite 340 Lafayette, CA 94549 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 39.1 |
| (b) Individuals (high net worth individuals) | 231 | 927.7 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 57.9 |
| (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 | 4 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 773 | 1,028.7 |
| By Discretionary | ||
| Discretionary | 730 | 1,010.2 |
| Non-Discretionary | 43 | 18.5 |
| Total | 773 | 1,028.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,028.7 | |
| Total | 773 | 1,028.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000860580] |
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