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Attentive Investments, LLC

● SEC registered since 2021CRD 315478SEC# 801-121822Stockton, CA
Export (members)
Reg. AUM
$181.4M
Employees
3
Accounts
1,146
Location
Stockton, CA

Attentive Investments, LLC assets under management

Attentive Investments, LLC operates as an SEC-registered investment adviser based in Stockton, CA. The firm has been registered since 2021. It reports $181.4 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/attentive-investment-managers-incView on SEC.gov ↗

Attentive Investments, LLC owners & executives

1 reported
NameTitleOwnershipSince
Athena Kaulana Stone ControlPresident & Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Attentive Investments, LLC manage?

Attentive Investments, LLC reports $181.4 million in regulatory assets under management on its Form ADV.

How many employees does Attentive Investments, LLC have?

Attentive Investments, LLC reports 3 employees.

Where is Attentive Investments, LLC located?

Attentive Investments, LLC is based in Stockton, CA and has been SEC-registered since 2021.

Does Attentive Investments, LLC disclose fund performance?

Attentive Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5345 N el Dorado St., Suite 5, Stockton, CA 95207
Phone209-636-4931
Fax(209) 370-9095
Office hours8:00 a.m. - 4:00 p.m., 8:00 a.m. - 1:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$173.5M
Non-discretionary$7.9M
Total (RAUM)$181.4M