Sharper & Granite is an investment advisor in El Segundo with $224.43 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
464614750
SEC advisor number
801-96271
FINRA CRD number
136719
AUM ?
$224.43 mm
(as of 19 Apr 23)
Accounts
396
(as of 19 Apr 23)
Employees
5
(4 investment advisory or research)
Office hours
Monday - Friday, 10AM - 5PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Casanega, Christopher, Thomas | Managing Director & Chief Compliance Officer | 03/2003 | > 75% |
Casanega, Rebecca, Ann | Member | 07/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23