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Pettee Investors Inc

● SEC registered since 1989CRD 105553SEC# 801-34750Rowayton, CT
Export (members)
Reg. AUM
$211.9M
Employees
6
Accounts
71
Location
Rowayton, CT

Pettee Investors Inc assets under management

Pettee Investors Inc is an investment advisory firm registered with the SEC based in Rowayton, CT. The firm has been registered since 1989. It reports $211.9 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/pettee-investors-inc.View on SEC.gov ↗

Pettee Investors Inc owners & executives

2 reported
NameTitleOwnershipSince
Sheila Peck Pettee ControlPresident/Chief Compliance OfficerOver 75%1989
Timothy Platt PetteeTreasurerUnder 5%2022

Frequently asked questions

How much does Pettee Investors Inc manage?

Pettee Investors Inc reports $211.9 million in regulatory assets under management on its Form ADV.

How many employees does Pettee Investors Inc have?

Pettee Investors Inc reports 6 employees.

Where is Pettee Investors Inc located?

Pettee Investors Inc is based in Rowayton, CT and has been SEC-registered since 1989.

Does Pettee Investors Inc disclose fund performance?

Pettee Investors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address137 Rowayton Avenue, Suite 430, Rowayton, CT 06853
Phone203 9578880
Office hours9:00a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$211.9M
Non-discretionary$0
Total (RAUM)$211.9M