Investment adviser · CRD 150066
THE BLAKELEY GROUP INC
Investment adviser filing (IA)
THE BLAKELEY GROUP, INC.
SANTA CLARA, CA, United States · Form ADV filed Sep 6, 2012
- Regulatory AUM
- $65M Form ADV · Item 5.F
- Client accounts
- 337 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
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: Sep 6, 2012. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
2804 MISSION COLLEGE BLVD, SUITE 205SANTA CLARA, CA, 95054, United States
CRD 150066
Filing source
Form ADV 668535 · Sep 6, 2012 · 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.