Crossvault Capital Management is an investment advisor in San Antonio with $466.68 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
742936653
SEC advisor number
801-57228
FINRA CRD number
109471
AUM ?
$466.68 mm
(as of 24 Mar 22)
Accounts
370
(as of 24 Mar 22)
Employees
5
(3 investment advisory or research)
Address
Crossvault Capital Management
7373 BROADWAY, SUITE 107
SAN ANTONIO
TX 78209
7373 BROADWAY, SUITE 107
SAN ANTONIO
TX 78209
Office hours
Monday - Friday, 8:00 A.M. - 4:30 P.M.
Phone
210-223-6929
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Ehrenbergchesler, Laura, Lee | Co-ceo, Member, Manager | 11/1999 | 25-50% |
Moursund, Marilou | Co-ceo, Member, Manager | 11/1999 | 25-50% |
Doerr, Sarah, Calvert | Chief Compliance Officer, Member, Manager | 01/2013 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21
13F-HR
Quarterly holdings report by institutional manager
12 Aug 21
13F-HR
Quarterly holdings report by institutional manager
28 Apr 21
13F-HR
Quarterly holdings report by institutional manager
8 Feb 21
13F-HR
Quarterly holdings report by institutional manager
21 Oct 20
13F-HR
Quarterly holdings report by institutional manager
5 Aug 20
13F-HR
Quarterly holdings report by institutional manager
17 Apr 20