# STEWART & PATTEN CO LLC

STEWART & PATTEN CO LLC of LAFAYETTE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 109235
- Type: SEC-registered investment adviser
- SEC file number: 801-55172
- Location: 3675 MT. DIABLO BLVD, SUITE 340, LAFAYETTE, CA, 94549
- Phone: 415-421-4932
- Latest filing: 2024-02-20
- Regulatory AUM: $1.0B
- Discretionary AUM: $1.0B
- Non-discretionary AUM: $18.5M
- Clients: 5
- Accounts: 773

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| PATTEN RONALD SHERIDAN | MEMBER, PRINCIPAL | — |
| BELONOGOFF GLEB | MEMBER, PRINCIPAL | — |
| ETHRIDGE STEPHEN ARTHUR | MEMBER, PRINCIPAL CCO; MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| GENTRY ROBERT MATTHEW | ASSOCIATE; MEMBER, PRINCIPAL; MEMBER, PRINCIPAL, CFA | — |
| SHERMAN LORI EILEEN | MEMBER,PRINCIPAL; MEMBER,PRINCIPAL, CFP; MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SCHNEIDER NICHOLAS JOHN | MEMBER, PRINCIPAL; MEMBER, PRINCIPAL,CFA | — |
| ETHRIDGE STEPHEN | MEMBER, PRINCIPAL | — |
| PATTEN RONALD | MEMBER, PRINCIPAL | — |
| GENTRY JOHN | MEMBER, PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109235/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109235/similar
- Related entities: https://search.stillhousedata.com/firm/109235/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109235

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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.