CSat Investment Advisory is an investment advisor in Detroit with $107.55 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
205271833
SEC advisor number
801-74619
FINRA CRD number
161626
AUM ?
$107.55 mm
(as of 29 Mar 21)
Accounts
3
(as of 29 Mar 21)
Employees
7
(3 investment advisory or research)
Address
CSat Investment Advisory
1001 WOODWARD AVE SUITE 500
DETROIT
MI 48226
1001 WOODWARD AVE SUITE 500
DETROIT
MI 48226
Office hours
Monday - Friday, 9:00AM - 5:00PM
Phone
734.623.1320
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Fornell, Claes, Goran | Limited Partner, Chairman | 06/2006 | 50-75% |
Cattier, John, Francis | Limited Partner, Chief Compliance Officer, Chief Financial Officer | 06/2006 | 5-10% |
CHJ Investment Advisory, LLC | General Partner | 06/2006 | < 5% |
Fornell, Claes, Goran | Member | 06/2006 | > 75% |
Ragauss, Charles, Alan | Chief Operating Officer | 12/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 May 21
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21
13F-HR
Quarterly holdings report by institutional manager
13 Nov 20
13F-HR
Quarterly holdings report by institutional manager
7 Aug 20
13F-HR
Quarterly holdings report by institutional manager
12 May 20
13F-HR
Quarterly holdings report by institutional manager
13 Feb 20
13F-HR
Quarterly holdings report by institutional manager
14 Nov 19
13F-HR
Quarterly holdings report by institutional manager
15 Aug 19
13F-HR
Quarterly holdings report by institutional manager
13 May 19
13F-HR
Quarterly holdings report by institutional manager
15 Feb 19