Searle & Co. is an investment advisor in Greenwich with $402.77 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
222420529
SEC advisor number
801-68574
FINRA CRD number
13035
AUM ?
$402.77 mm
(as of 6 Dec 22)
Accounts
109
(as of 6 Dec 22)
Employees
12
(8 investment advisory or research)
Address
Searle & Co.
333 GREENWICH AVE.
GREENWICH
CT 06830
333 GREENWICH AVE.
GREENWICH
CT 06830
Office hours
Monday - Friday, 8:30 A.M. TO 5:00 P.M. EST
Phone
203-869-4800
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Searle, Robert Southworth | President/chief Compliance Officer, CFO | 11/1982 | > 75% |
Peters, Karen Lynn | Fin Op | 12/1991 | < 5% |
Cook, Thaddeus Sajous | Vice President | 12/1991 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
1 Jun 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
8 Oct 21