Abbrea Capital is an investment advisor in Sausalito with $1.17 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-101498
FINRA CRD number
272029
AUM ?
$1.19 bn
(as of 26 Mar 24)
Accounts
777
(as of 26 Mar 24)
Employees
7
(4 investment advisory or research)
Address
Abbrea Capital
THREE HARBOR DRIVE, SUITE 213
SAUSALITO
CA 94965
THREE HARBOR DRIVE, SUITE 213
SAUSALITO
CA 94965
Phone
415-894-0077
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
4 Feb 22
13F-HR
Quarterly holdings report by institutional manager
4 Nov 21