Litman Gregory Asset Management is an investment advisor in Walnut Creek with $2.36 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
680362255
SEC advisor number
801-50916
FINRA CRD number
107611
AUM ?
$2.36 bn
(as of 8 Dec 22)
Accounts
1,748
(as of 8 Dec 22)
Employees
26
(9 investment advisory or research)
Address
Litman Gregory Asset Management
1676 N. CALIFORNIA BLVD., SUITE 500
WALNUT CREEK
CA 94596
1676 N. CALIFORNIA BLVD., SUITE 500
WALNUT CREEK
CA 94596
Office hours
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Phone
925-254-8999
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Ceccarelli, Jennifer, Ann | Director - Chief Operations Officer Wealth Management Us | 01/2011 | < 5% |
Im Global Partner Us, LLC | Owner, Manager | 06/2021 | > 75% |
Im Global Partner Sas | Parent Entity | 03/2018 | > 75% |
Im Square Partners Holding | Holding Company | 04/2021 | > 75% |
Legendre Holding 36 | Holding Company | 06/2015 | 50-75% |
Eurazeo Se | Holding Company | 04/2014 | > 75% |
Im Square Sas | Parent Entity | 12/2020 | > 75% |
Kiaie, Kathlyne, Knobloch | Director - Chief Compliance Officer | 04/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21