Small Cap Value (Tax-Advantaged) LLC
Industry: Pooled Investment Fund (See others in industry)
Address:
525 Market St., 10 Th Floor
San Francisco, CA, 94105
Phone: 800-736-2316
San Francisco, CA, 94105
Phone: 800-736-2316
Filings
| Date | FilingType | Incremental Cash | Link to Raw Filing | |||
|---|---|---|---|---|---|---|
| 2020-03-27 | Amended | $26,685,116 | $0 | Other | 06b 3C 3C.1 | SEC link |
| 2019-03-29 | Amended | $26,685,116 | $0 | Other | 06b 3C 3C.1 | SEC link |
| 2018-03-29 | Amended | $26,685,116 | $0 | Other | 06b 3C 3C.1 | SEC link |
| 2017-03-29 | Amended | $26,685,116 | $0 | Other | 06b 3C 3C.1 | SEC link |
| 2015-01-06 | Amended | $26,685,116 | $0 | Other | 06b 3C 3C.1 | SEC link |
| 2014-05-22 | Amended | $26,685,116 | $4,208,803 | Other | 06b 3C 3C.1 | SEC link |
| 2013-05-24 | Amended | $22,476,313 | $1,296,326 | Other | 06 3C 3C.1 | SEC link |
| 2012-05-25 | Amended | $21,179,987 | $0 | Other | 06 3C 3C.1 | SEC link |
| 2011-03-29 | New | $21,179,987 | $21,179,987 | Other | 06 | SEC link |
| 2011-03-29 | Amended | $21,179,987 | $0 | Other | 06 3C 3C.1 | SEC link |
Directors and Executives (Current and Past)
| Name | Role |
|---|---|
| Jon F. Baranko | Director, Executive |
| Siobhan C. Foy | Executive |
| J. David Germany | Executive |
| Kirk D. Hartman | Director, Executive |
| Amru A. Khan | Executive |
| Daniel J. Mavico | Executive |
| Karen L. Norton | Director, Executive |
| Mai S. Shiver | Executive |
| Sallie C. Squire | Director, Executive |
| Incorporated Wells Capital Management | Promoter |
| For Institutional Investments Wells Fargo Trust | Executive |