| Name | Title | Ownership | Since |
|---|---|---|---|
| James Harold Tanner | Director Of Operations | 5-10% | 1995 |
| Kevin Peter Tanner Control | Chief Executive Officer/Chief Investment Officer | 25-50% | 1995 |
| Madeline Elaine Hedges | Chief Compliance Officer | Under 5% | 2019 |
Saratoga Research & Investment Management reports $2.5 billion in regulatory assets under management on its Form ADV.
Saratoga Research & Investment Management reports 22 employees.
Saratoga Research & Investment Management is based in Saratoga, CA and has been SEC-registered since 2000.
Saratoga Research & Investment Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 14471 Big Basin Way, Suite E, Saratoga, CA 95070 |
| Phone | (408) 741-2330 |
| Fax | (408) 877-1525 |
| Office hours | 6:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1477872 |
| Discloses disciplinary history | No |
| Discretionary | $2.46B |
| Non-discretionary | $50.9M |
| Total (RAUM) | $2.51B |