Investment adviser · CRD 289523

STAMFORD INVESTMENT

Investment adviser filing (IA)

EL CAJON, CA, United States · Form ADV filed Nov 20, 2017

Employees
1
Reported in this filing
Advisory professionals
0
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
IndividualsFewer than 5Not reportedNot reported
Filing source

Form ADV 1152760 · Nov 20, 2017 · 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 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: Nov 20, 2017. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Performance-based

Principal office

325 E BRADLEY AVE #124
EL CAJON, CA, 92021, United States

CRD 289523

Filing source

Form ADV 1152760 · Nov 20, 2017 · 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.