Hutchinson Capital Management is an investment advisor in San Rafael with $825.32 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
260042077
SEC advisor number
801-48519
FINRA CRD number
106158
AUM ?
$825.32 mm
(as of 5 Apr 23)
Accounts
724
(as of 5 Apr 23)
Employees
7
(3 investment advisory or research)
Address
Hutchinson Capital Management
700 LARKSPUR LANDING CIRCLE
SUITE 126
LARKSPUR
CA 94939
700 LARKSPUR LANDING CIRCLE
SUITE 126
LARKSPUR
CA 94939
Office hours
Monday - Friday, 8:00AM TO 4:30PM
Phone
4154645650
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wilkes, Steven, Kelley | Chief Executive Officer, Chief Compliance Officer, Portfolio Manager | 09/2010 | 50-75% |
Houser, Gage, Thomas | President, Chief Financial Officer, Portfolio Manager | 06/2011 | 50-75% |
Srivastava, Abhay | Senior Research Analyst | 09/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 May 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22