Capital Performance Advisors is an investment advisor in Walnut Creek with $1.32 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
208077927
SEC advisor number
801-57727
FINRA CRD number
108052
AUM ?
$1.32 bn
(as of 2 Mar 22)
Accounts
2,495
(as of 2 Mar 22)
Employees
13
(11 investment advisory or research)
Office hours
Monday - Friday, 8:30AM - 5:00PM
Brochures
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Kalinowski, Joseph, Eugene | Partner | 02/2004 | 10-25% |
| Oliver, Barry, Wilson | Partner, Chief Compliance Officer | 02/2004 | 10-25% |
| Werhan, John, Haden | Partner | 07/2007 | 10-25% |
| Nelson, Jared, Mark | Partner | 01/2013 | 10-25% |
| Harlow, David, Kristian | Partner | 01/2013 | 10-25% |
| Henderson, Carson, Knudsen | Partner | 07/2017 | 10-25% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Nov 24
13F-HR
Quarterly holdings report by institutional manager
1 Aug 24
13F-HR
Quarterly holdings report by institutional manager
26 Apr 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22