Natural Investments is an investment advisor in Windsor with $1.76 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
711027741
SEC advisor number
801-63874
FINRA CRD number
113348
AUM ?
$1.76 bn
(as of 14 Jul 22)
Accounts
1,144
(as of 14 Jul 22)
Employees
22
(22 investment advisory or research)
Address
Natural Investments
1330 GUMVIEW ROAD
WINDSOR
CA 95492
1330 GUMVIEW ROAD
WINDSOR
CA 95492
Office hours
BY APPOINTMENT, BY APPOINTMENT
Phone
707-758-0171
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Brill, Harold, Arthur | Partner | 01/1999 | 10-25% |
Peck, Christopher, James | Chief Compliance Officer | 04/2007 | 25-50% |
Kramer, Michael, a | Principal | 04/2007 | 25-50% |
Maphalala, Malaika, Thandi | Partner | 04/2017 | 5-10% |
Frazier, James, Rice | Partner | 04/2017 | 5-10% |
Pitts, Gregory, E. | Partner | 04/2017 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22
13F-HR
Quarterly holdings report by institutional manager
1 Nov 21
13F-HR
Quarterly holdings report by institutional manager
9 Jul 21
13F-HR
Quarterly holdings report by institutional manager
12 Apr 21
13F-HR
Quarterly holdings report by institutional manager
2 Feb 21
13F-HR
Quarterly holdings report by institutional manager
30 Oct 20