| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Fuller Endowment Fund, LLC | Other Private | $166.4M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Rietze Control | Chief Compliance Officer, Chief Financial Officer | Under 5% | 2022 |
| The Fuller Foundation Control | Owner | Over 75% | 2013 |
| Todd B Derrick Control | Interim President | Under 5% | 2023 |
Fuller Investment Management Company reports $230.3 million in regulatory assets under management on its Form ADV.
Fuller Investment Management Company manages 1 private funds with combined gross assets of $166.4 million.
Fuller Investment Management Company reports 9 employees.
Fuller Investment Management Company is based in Pasadena, CA and has been SEC-registered since 2013.
Fuller Investment Management Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 135 North Oakland Avenue, Pasadena, CA 91182 |
| Phone | 626-765-8450 |
| Fax | 626-765-8451 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $230.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $230.3M |