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Private Asset Management Inc

● SEC registered since 1996CRD 108815SEC# 801-52507Kirkland, WA
Export (members)
Reg. AUM
$105.2M
Employees
3
Accounts
252
Location
Kirkland, WA

Private Asset Management Inc assets under management

Private Asset Management Inc is a registered investment adviser overseen by the SEC based in Kirkland, WA. The firm has been registered since 1996. It reports $105.2 million in regulatory assets under management and employs 3 people.

Private Asset Management Inc owners & executives

3 reported
NameTitleOwnershipSince
John Andre De Carvalho ControlChief Investment OfficerUnder 5%2024
Michael Lawrence Thayer ControlPresidentOver 75%1996
Michael Lawrence Thayer ControlChief Compliance Officer50-75%2004

Frequently asked questions

How much does Private Asset Management Inc manage?

Private Asset Management Inc reports $105.2 million in regulatory assets under management on its Form ADV.

How many employees does Private Asset Management Inc have?

Private Asset Management Inc reports 3 employees.

Where is Private Asset Management Inc located?

Private Asset Management Inc is based in Kirkland, WA and has been SEC-registered since 1996.

Does Private Asset Management Inc disclose fund performance?

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

Contact & registration

Address4040 Lake Washington Blvd NE, #305, Kirkland, WA 98033
Phone425-213-1600
Fax425-213-1610
Office hours7:00a.m. - 4:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$105.2M
Total (RAUM)$105.2M