Investment adviser · CRD 153401

ORACLE INVESTMENT RESEARCH

Investment adviser filing (IA)

BALTER, LAURENCE ISAAC

· Form ADV filed Jul 22, 2013

Regulatory AUM
$47M
Form ADV · Item 5.F
Client accounts
120
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 22, 2013. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management

Compensation

Percentage of assets

Principal office

CRD 153401

Filing source

Form ADV 748197 · Jul 22, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.