Intersect Capital is an investment advisor in San Ramon with $1.27 bn assets under management.
Company profile
Website
Employees
Location
SEC CIK
IRS number
943284989
SEC advisor number
801-61821
FINRA CRD number
122418
AUM ?
$1.27 bn
(as of 5 Aug 22)
Accounts
431
(as of 5 Aug 22)
Employees
4
(1 investment advisory or research)
Address
Intersect Capital
12657 ALCOSTA BLVD.
SUITE 500
SAN RAMON
CA 94583
12657 ALCOSTA BLVD.
SUITE 500
SAN RAMON
CA 94583
Phone
925-498-1937
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Sep 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Oct 21
13F-HR
Quarterly holdings report by institutional manager
10 Aug 21
13F-HR
Quarterly holdings report by institutional manager
20 Apr 21
13F-HR
Quarterly holdings report by institutional manager
1 Feb 21
13F-HR
Quarterly holdings report by institutional manager
3 Nov 20
13F-HR
Quarterly holdings report by institutional manager
10 Aug 20