# BTR CAPITAL MANAGEMENT INC

BTR CAPITAL MANAGEMENT INC of OAKLAND, CA is an SEC-registered investment adviser.

## Registration

- CRD: 105195
- Type: SEC-registered investment adviser
- SEC file number: 801-34890
- Location: 1999 HARRISON STREET, SUITE 1530, OAKLAND, CA, 94612
- Phone: 415-989-0100
- Latest filing: 2022-07-11
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Clients: 14
- Accounts: 736

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| LINDENMAYER WARD PAUL | PORTFOLIO MANAGER, SR. V.P.; SENIOR VICE PRESIDENT/PORTFOLIO MGR | — |
| JENKINS JOHN OLIVER | SENIOR VICE PRESIDENT | — |
| YEATMAN STEPHEN PALMER | RETIRED; SECRETARY; SENIOR VICE PRESIDENT/PORTFOLIO MGR | — |
| KATCHER LEWIS H | CHAIRMAN/CHIEF INVESTMENT OFFICER/TREASURER; PRESIDENT/TREASURER | — |
| STRATTON JOHN A | CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER; SENIOR VICE PRESIDENT | — |
| BUTLER JONATHAN WILLIAM | SENIOR VICE PRESIDENT/PORTFOLIO MGR; SENIOR VICE PRESIDENT/PORTFOLIO MGR/SECRETARY/B.O.D.; VICE PRESIDENT/PORTFOLIO MGR | — |
| FORMICOLA ANNAMARIE | SENIOR VICE PRESIDENT; VICE PRESIDENT; VICES PRESIDENT | — |
| VANNELLI STEVEN MICHAEL | SENIOR VICE PRESIDENT | — |
| ORMENO ELIZABETH | VICE PRESIDENT | — |
| WELCH GREGORY ARTHUR | RETIRED; SENIOR VICE PRESIDENT/PORTFOLIO MGR | — |
| ZHANG MANG MANDY | VICE PRESIDENT | — |
| KATCHER LEWIS H MI ONLY | BOARD OF DIRECTOR; CHAIRMAN/CHIEF INVESTMENT OFFICER/TREASURER; CHAIRMAN OF THE BOARD (+1 more) | — |
| STRATTON JOHN ALLEN | NON-EMPLOYEE; PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER/B.O.D. | — |
| FORMICOLA ANNAMARIE G MI ONLY | SENIOR VICE PRESIDENT | — |
| ORMENO ELIZABETH NMN | VICE PRESIDENT; VICE PRESIDENT/CHIEF INFORMATION SECURITY OFFICER | — |
| KEELING MARK ADDISON | SENIOR VICE PRESIDENT/CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER; SENIOR VICE PRESIDENT/PORTFOLIO MGR | — |
| SCHNEIBERG ADAM PHILLIP | SENIOR VICE PRESIDENT/PORTFOLIO MGR | — |
| BOLOGNA ANNAMARIE FORMICOLA | VICES PRESIDENT | — |
| JOHN JOHN A | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| WELCH ROBERT CHRISTOPHER | SENIOR VICE PRESIDENT/PORTFOLIO MGR; VICE PRESIDENT/PORTFOLIO MGR | — |
| MAPLES ROBERT CARL | SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT/PORTFOLIO MGR | — |
| JABLONSKI THEODORE STANLEY | SENIOR VICE PRESIDENT/PORTFOLIO MGR | — |
| Fredenburg Mark Patrick | SENIOR VICE PRESIDENT/PORTFOLIO MGT | — |
| Stratton Trevor Matthew | NON-EMPLOYEE | — |
| Welch Michael Lawson | VICE PRESIDENT/PORTFOLIO MGR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105195/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105195/similar
- Related entities: https://search.stillhousedata.com/firm/105195/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105195

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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.