BTR Capital Management is an investment advisor in Oakland with $1.15 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
68019645
SEC advisor number
801-34890
FINRA CRD number
105195
AUM ?
$1.15 bn
(as of 11 Jul 22)
Accounts
736
(as of 11 Jul 22)
Employees
14
(8 investment advisory or research)
Address
BTR Capital Management
550 KEARNY STREET SUITE 510
SAN FRANCISCO
CA 94108
550 KEARNY STREET SUITE 510
SAN FRANCISCO
CA 94108
Office hours
Monday - Friday, 7:30 AM - 4:30 PM
Phone
4159890100
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Yeatman, Stephen, Palmer | Retired | 06/1989 | < 5% |
Katcher, Lewis, H (Mi Only) | Chairman of the Board | 06/1989 | 25-50% |
Stratton, John, Allen | President/chief Compliance Officer/b.o.d. | 02/1993 | 10-25% |
Formicola, Annamarie, G (Mi Only) | Senior Vice President | 10/1989 | 5-10% |
Butler, Jonathan, William | Senior Vice President/portfolio Mgr/secretary/b.o.d. | 08/2005 | 10-25% |
Ormeno, Elizabeth, (NMN) | Vice President/chief Information Security Officer | 02/2006 | < 5% |
Keeling, Mark, Addison | Senior Vice President/chief Investment Officer/portfolio Manager | 07/2009 | 10-25% |
Welch, Gregory, Arthur | Retired | 02/2015 | < 5% |
Welch, Robert, Christopher | Senior Vice President/portfolio MGR | 02/2015 | < 5% |
Maples, Robert, Carl | Senior Vice President/portfolio MGR | 10/2015 | < 5% |
Jablonski, Theodore, Stanley | Senior Vice President/portfolio MGR | 06/2018 | < 5% |
Fredenburg, Mark, Patrick | Senior Vice President/portfolio MGT | 04/2019 | < 5% |
Stratton, John, Allen | Non-employee | 01/2020 | < 5% |
Stratton, Trevor, Matthew | Non-employee | 01/2020 | < 5% |
Welch, Michael, Lawson | Vice President/portfolio MGR | 08/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22
13F-HR
Quarterly holdings report by institutional manager
18 Oct 21
13F-HR
Quarterly holdings report by institutional manager
2 Aug 21
13F-HR
Quarterly holdings report by institutional manager
8 Apr 21
13F-HR
Quarterly holdings report by institutional manager
12 Jan 21
13F-HR
Quarterly holdings report by institutional manager
15 Oct 20
13F-HR
Quarterly holdings report by institutional manager
23 Jul 20