Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Lateef Investment Management, Lateef Management Associates
SEC CIK
IRS number
946330378
SEC advisor number
801-9747
FINRA CRD number
107049
AUM ?
$1.17 bn
(as of 1 Apr 21)
Accounts
334
(as of 1 Apr 21)
Employees
11
(3 investment advisory or research)
Address
Lateef Investment Management
1000 4TH STREET
SUITE 800
SAN RAFAEL
CA 94901
1000 4TH STREET
SUITE 800
SAN RAFAEL
CA 94901
Phone
4154613800
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22