Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
431982007
SEC advisor number
801-61673
FINRA CRD number
124365
AUM ?
$3.12 bn
(as of 7 Feb 24)
Accounts
4
(as of 7 Feb 24)
Employees
10
(2 investment advisory or research)
Address
Pacific Heights Asset Management
600 MONTGOMERY STREET
SUITE 4100
SAN FRANCISCO
CA 94111
600 MONTGOMERY STREET
SUITE 4100
SAN FRANCISCO
CA 94111
Phone
415 398-8000
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
1 Nov 21