# ENGEMANN ASSET MANAGEMENT

ENGEMANN ASSET MANAGEMENT of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 105158
- Type: SEC-registered investment adviser
- SEC file number: 801-11586
- Location: 909 MONTGOMERY STREET, SUITE 500, SAN FRANCISCO, CA, 94133
- Phone: 800-828-1212
- Latest filing: 2010-03-25
- Regulatory AUM: $81.0M
- Discretionary AUM: $81.0M
- Clients: 1
- Accounts: 132

## Officers, owners & control persons (28)

_Showing 25 of 28 people._

| Name | Role | Location |
| --- | --- | --- |
| Zhang Hao | VICE PRESIDENT AND PORTFOLIO MANAGER | Chicago, IL |
| COUDEN DOUG SCOTT | VICE PRESIDENT AND SENIOR PORTFOLIO MANAGER | — |
| AYLWARD GEORGE R | DIRECTOR AND EXECUTIVE VICE PRESIDENT; DIRECTOR AND PRESIDENT; EXECUTIVE VICE PRESIDENT | — |
| HALL MATTHEW LEE | EXCUTIVE VICE PRESIDENT OF BUSINESS DEVELOPEMENT; SENIOR VICE PRESIDENT | — |
| COLTON STEVEN LLOYD | SENIOR VICE PRESIDENT & SENIOR PORTFOLIO MANAGER | — |
| AXON MALCOLM | ACTING PRESIDENT & CHIEF FINANCIAL OFFICER & SECRETARY; ACTING PRESIDENT & CHIEF FINANCIAL OFFICER & SECRETARY & CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER & SECRETARY | — |
| RIDDER JUDITH MADELON | CHIEF COMPLIANCE OFFICER | — |
| FITZPATRICK ROBERT LEONARD | EXECUTIVE VICE PRESIDENT; SENIOR VICE PRESIDENT | — |
| ENGBERG NANCY JEAN | VICE PRESIDENT & ASSISTANT SECRETARY; VICE PRESIDENT, GEN. COUNSEL & ASST. SEC. | — |
| HOLTZ LOUIS MILLETT | MANAGING DIRECTOR & PORTFOLIO MANAGER; VICE PRESIDENT & PORTFOLIO MANAGER; VICE PRESIDENT & RESEARCH ANALYST (+1 more) | — |
| LIPSKER YOSSI | PRESIDENT AND PORTFOLIO MANAGER; VICE PRESIDENT & PORTFOLIO MANAGER; VICE PRESIDENT & SR. RESEARCH ANALYST (+1 more) | — |
| MARTIN DAVID CAMBRIDGE | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| TILSON JOHN STANLEY | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT & PORTFOLIO MANAGER | — |
| LECOMPTE PAUL | SENIOR VICE PRESIDENT & COO | — |
| MITCHELL TINA LOUISE | CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT; VICE PRESIDENT, COMPLIANCE | — |
| SWANSON SCOTT | VICE PRESIDENT & SR. PORTFOLIO MANAGER; VICE PRESIDENT & SR. RESEARCH ANALYST; VICE PRESIDENT & SR. RESEARCH ANALYST & PORTFOLIO MANAGER | — |
| LASH CONSTANCE GRETCHEN SMITH | CHIEF EXECUTIVE OFFICER & PRESIDENT & CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER; CHIEF EXECUTIVE OFFICER & PRESIDENT OF PARENT COMPANY; CHIEF INVESTMENT OFFICER (+1 more) | — |
| GARZA DAVID PHILLIP | SENIOR VICE PRESIDENT & PORTFOLIO MANAGER; VICE PRESIDENT & PORTFOLIO MANAGER; VICE PRESIDENT & SR. RESEARCH ANALYST & PORTFOLIO MANAGER | — |
| MANNS MICHAEL TIMOTHY | SENIOR VICE PRESIDENT AND SENIOR PORTFOLIO MANAGER | — |
| WELTER MICHAEL THOMAS | RESEARCH ANALYST & JUNIOR PORTFOLIO MANAGER | — |
| HANLEY DAVID G | VICE PRESIDENT AND TREASURER | — |
| ANGERTHAL MICHAEL A | EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | — |
| ENGEMANN JOHN ROGER | CHAIRMAN OF THE BOARD; CHAIRMAN OF THE BOARD OF PARENT COMPANY; PRESIDENT & DIRECTOR (+1 more) | — |
| MAIR JAMES EDWIN | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT & PORTFOLIO MANAGER | — |
| CHEN JAMES CHUN KWOK | VICE PRESIDENT & PORTFOLIO MANAGER; VICE PRESIDENT & SR. RESEARCH ANALYST; VICE PRESIDENT & SR. RESEARCH ANALYST & PORTFOLIO MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105158/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105158/similar
- Related entities: https://search.stillhousedata.com/firm/105158/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105158

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.