Investment adviser · CRD 109235
STEWART & PATTEN CO LLC
Investment adviser filing (IA)
LAFAYETTE, CA, United States · Form ADV filed Feb 20, 2024
- Regulatory AUM
- $1.03B Form ADV · Item 5.F
- Client accounts
- 773 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 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 |
|---|---|---|---|
| High-net-worth individuals | 231 | $927,659,769 | 90.2% |
| Charities | 7 | $57,891,909 | 5.6% |
| Individuals | 91 | $39,140,431 | 3.8% |
| Corporations & businesses | Fewer than 5 | $3,970,674 | 0.4% |
Filing source
Form ADV 1825609 · Feb 20, 2024 · 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: Feb 20, 2024. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
3675 MT. DIABLO BLVD, SUITE 340LAFAYETTE, CA, 94549, United States
CRD 109235
Filing source
Form ADV 1825609 · Feb 20, 2024 · 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.