Saratoga Research & Investment Management is an investment advisor in Saratoga with $2.96 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
770401310
SEC advisor number
801-57695
FINRA CRD number
110506
AUM ?
$2.60 bn
(as of 28 Apr 23)
Accounts
3,287
(as of 28 Apr 23)
Employees
23
(13 investment advisory or research)
Address
Saratoga Research & Investment Management
14471 BIG BASIN WAY
SUITE E
SARATOGA
CA 95070
14471 BIG BASIN WAY
SUITE E
SARATOGA
CA 95070
Phone
(408) 741-2330
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 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
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
5 Nov 21