Investment adviser · CRD 129596

THOMAS & ATKINSON CAPITAL MANAGEMENT LLC

Investment adviser filing (IA)

MENLO PARK, CA, United States · Form ADV filed Mar 16, 2017

Regulatory AUM
$129M
Form ADV · Item 5.F
Client accounts
131
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: Mar 16, 2017. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

1040 NOEL DRIVE, SUITE 101
MENLO PARK, CA, 94025-3357, United States

CRD 129596

Filing source

Form ADV 1089662 · Mar 16, 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.