Investment adviser · CRD 132257
PROGRESS INVESTMENT MANAGEMENT COMPANY, LLC
Investment adviser filing (IA)
SAN FRANCISCO, CA, United States · Form ADV filed Jan 28, 2020
- Regulatory AUM
- $5.35B Form ADV · Item 5.F
- Client accounts
- 19 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | 13 | $4,828,637,105 | 90.3% |
| Corporations & businesses | 1 | $392,833,022 | 7.3% |
| Retirement plans | 5 | $127,956,829 | 2.4% |
Filing source
Form ADV 1373712 · Jan 28, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Jan 28, 2020. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
33 NEW MONTGOMERY ST., SUITE 1900SAN FRANCISCO, CA, 94105, United States
CRD 132257
Filing source
Form ADV 1373712 · Jan 28, 2020 · 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.