Orinda Asset Management is an investment advisor in Lafayette with $171.23 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
272804413
SEC advisor number
801-72126
FINRA CRD number
154908
AUM ?
$171.23 mm
(as of 28 Mar 22)
Accounts
1
(as of 28 Mar 22)
Employees
6
(2 investment advisory or research)
Address
Orinda Asset Management
3390 MT DIABLO BLVD STE 250
LAFAYETTE
CA 94549-4006
3390 MT DIABLO BLVD STE 250
LAFAYETTE
CA 94549-4006
Office hours
Monday - Friday, 8:30AM TO 5:00PM
Phone
925-253-1300
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Kirkpatrick, Craig, Martin | Managing Partner & President | 06/2010 | < 5% |
Pawlowicz, Brian, Joseph | Managing Partner & Director of Capital Markets | 06/2010 | < 5% |
Orinda Investment Partners LLC | Managing Member - Affiliate | 06/2010 | > 75% |
Kirkpatrick, Craig, Martin | Managing Member | 06/2010 | 25-50% |
Yee, Cynthia, Mui | Managing Member | 06/2010 | |
Pawlowicz, Brian, Joseph | Managing Member | 06/2010 | |
Gray, Paul | Managing Member | 01/2014 | |
Hammer, Suzanne, Mario | Chief Compliance Officer | 01/2021 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
20 Oct 20
13F-HR/A
Quarterly holdings report by institutional manager (amended)
3 Aug 20
13F-HR
Quarterly holdings report by institutional manager
31 Jul 20
13F-HR
Quarterly holdings report by institutional manager
30 Apr 20
13F-HR
Quarterly holdings report by institutional manager
13 Feb 20
13F-HR
Quarterly holdings report by institutional manager
7 Nov 19
13F-HR
Quarterly holdings report by institutional manager
2 Aug 19
13F-HR
Quarterly holdings report by institutional manager
10 May 19
13F-HR
Quarterly holdings report by institutional manager
22 Jan 19
13F-HR
Quarterly holdings report by institutional manager
17 Oct 18