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Beresh, Patrick Michael

● SEC registered since 2020CRD 137495SEC# 801-118214Larkspur, CA
Export (members)
Reg. AUM
$109.8M
Employees
1
Accounts
218
Location
Larkspur, CA

Beresh, Patrick Michael assets under management

Beresh, Patrick Michael is a registered investment adviser overseen by the SEC based in Larkspur, CA. The firm has been registered since 2020. It reports $109.8 million in regulatory assets under management and employs 1 people.

Beresh, Patrick Michael owners & executives

1 reported
NameTitleOwnershipSince
Patrick Michael Beresh ControlOwner, Principal And Chief Compliance OfficerOver 75%2005

Frequently asked questions

How much does Beresh, Patrick Michael manage?

Beresh, Patrick Michael reports $109.8 million in regulatory assets under management on its Form ADV.

How many employees does Beresh, Patrick Michael have?

Beresh, Patrick Michael reports 1 employees.

Where is Beresh, Patrick Michael located?

Beresh, Patrick Michael is based in Larkspur, CA and has been SEC-registered since 2020.

Does Beresh, Patrick Michael disclose fund performance?

Beresh, Patrick Michael is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 Larkspur Landing Circle, Suite 319, Larkspur, CA 94939-1746
Phone415-336-5501
Office hours9:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$109.8M
Non-discretionary$0
Total (RAUM)$109.8M