PPrivate Fund Data Log in Join · $37/mo

Fuller & Thaler Asset Management Inc

● SEC registered since 1993CRD 107033SEC# 801-43915San Mateo, CA
Export (members)
Reg. AUM
$27.11B
Employees
28
Accounts
4,709
Location
San Mateo, CA

Fuller & Thaler Asset Management Inc assets under management

Fuller & Thaler Asset Management Inc is an investment advisory firm registered with the SEC based in San Mateo, CA. The firm has been registered since 1993. It reports $27.1 billion in regulatory assets under management and employs 28 people.
www.fullerthalerfunds.comView on SEC.gov ↗

Fuller & Thaler Asset Management Inc owners & executives

10 reported
NameTitleOwnershipSince
David Michael PotterBoard Member/Partner/Portfolio Manager10-25%2009
Fernando VillegasBoard Member/Partner/Head Of Trading Operations5-10%2009
Frederick William StanskeBoard Member/Partner/Portfolio Manager10-25%1998
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Fuller & Thaler Asset Management Inc manage?

Fuller & Thaler Asset Management Inc reports $27.1 billion in regulatory assets under management on its Form ADV.

How many employees does Fuller & Thaler Asset Management Inc have?

Fuller & Thaler Asset Management Inc reports 28 employees.

Where is Fuller & Thaler Asset Management Inc located?

Fuller & Thaler Asset Management Inc is based in San Mateo, CA and has been SEC-registered since 1993.

Does Fuller & Thaler Asset Management Inc disclose fund performance?

Fuller & Thaler Asset Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address411 Borel Avenue, Suite 300, San Mateo, CA 94402
Phone650-931-1500
Office hours8:00a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1082327
Discloses disciplinary historyNo

Assets under management

Discretionary$27.11B
Non-discretionary$0
Total (RAUM)$27.11B