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Searle & Co.

● SEC registered since 2007CRD 13035SEC# 801-68574Greenwich, CT
Export (members)
Reg. AUM
$649M
Employees
11
Accounts
129
Location
Greenwich, CT

Searle & Co. assets under management

Searle & Co. is a registered investment adviser overseen by the SEC based in Greenwich, CT. The firm has been registered since 2007. It reports $649 million in regulatory assets under management and employs 11 people.

Searle & Co. owners & executives

3 reported
NameTitleOwnershipSince
Karen Lynn PetersFin OpUnder 5%1991
Robert Southworth Searle ControlPresident/Chief Compliance Officer, CfoOver 75%1982
Thaddeus Sajous CookVice PresidentUnder 5%1991

Frequently asked questions

How much does Searle & Co. manage?

Searle & Co. reports $649 million in regulatory assets under management on its Form ADV.

How many employees does Searle & Co. have?

Searle & Co. reports 11 employees.

Where is Searle & Co. located?

Searle & Co. is based in Greenwich, CT and has been SEC-registered since 2007.

Does Searle & Co. disclose fund performance?

Searle & Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address333 Greenwich Avenue, Greenwich, CT 06830
Phone203-869-4800
Fax203-661-2310
Office hours8:30 a.m. To 5:00 p.m. Est
SEC regionBoston Regional Office (BRO)
CIK710127
Discloses disciplinary historyYes

Assets under management

Discretionary$621.3M
Non-discretionary$27.6M
Total (RAUM)$649M