BURLESON & COMPANY, LLC
BURLESON & COMPANY, LLC of PETALUMA, CA is an SEC-registered investment adviser (CRD 131803). Regulatory assets under management: $492.0M.
Registration
- CRD: 131803
- SEC file number: 801-66240
- Type: Registered investment adviser
- Location: 201 1ST STREET, SUITE 204, PETALUMA, CA, 94952-4288
- Phone: 707-283-0520
- Latest filing: 2023-03-29
- Regulatory AUM: $492.0M
- Discretionary AUM: $373.6M
- Non-discretionary AUM: $118.5M
- Clients: 5
- Accounts: 965
Officers, owners & control persons (4)
| Name | Role | Location |
|---|
| WILSON ARLENE MARIE | CHIEF COMPLIANCE OFFICERE; PRINCIPAL/INVESTMENT ADVISER REPRESENTATIVE | — |
| BROWN THOMAS RYAN | PARTNER | — |
| BURLESON JAMES DAVID | PRINCIPAL; PRINCIPAL/CCO; PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| GREENLEAF TAYLOR MCCLELLAN | MANAGING DIRECTOR; PRINCIPAL | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| BCO VENTURE FUND I, L.P. | Venture Capital Fund | — | 19 | $3.4M | $250K |
Fund service providers (1)
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