PPrivate Fund Data Log in Join · $37/mo

Lesa Sroufe & Company, Inc.

● SEC registered since 2005CRD 130232SEC# 801-63880Seattle, WA
Export (members)
Reg. AUM
$158.6M
Employees
4
Accounts
233
Location
Seattle, WA

Lesa Sroufe & Company, Inc. assets under management

Lesa Sroufe & Company, Inc. is an SEC-registered investment adviser based in Seattle, WA. The firm has been registered since 2005. It reports $158.6 million in regulatory assets under management and employs 4 people.

Lesa Sroufe & Company, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Lesa Anne Sroufe ControlPresident, Managing Director, Chief Financial OfficerOver 75%2004
Shaun Elizabeth Corry ControlChief Compliance Officer5-10%2006

Frequently asked questions

How much does Lesa Sroufe & Company, Inc. manage?

Lesa Sroufe & Company, Inc. reports $158.6 million in regulatory assets under management on its Form ADV.

How many employees does Lesa Sroufe & Company, Inc. have?

Lesa Sroufe & Company, Inc. reports 4 employees.

Where is Lesa Sroufe & Company, Inc. located?

Lesa Sroufe & Company, Inc. is based in Seattle, WA and has been SEC-registered since 2005.

Does Lesa Sroufe & Company, Inc. disclose fund performance?

Lesa Sroufe & Company, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address801 Second Ave, Suite 304, Seattle, WA 98104
Phone206-838-8383
Office hours6:30 a.m. - 4:00 p.m.Pst
SEC regionSan Francisco Regional Office (SFRO)
CIK1492162
Discloses disciplinary historyNo

Assets under management

Discretionary$148.8M
Non-discretionary$9.8M
Total (RAUM)$158.6M