# BURLESON & COMPANY, LLC

BURLESON & COMPANY, LLC of PETALUMA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 131803
- Type: SEC-registered investment adviser
- SEC file number: 801-66240
- 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 | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| BCO VENTURE FUND I, L.P. | Venture Capital Fund | — | 19 | $3.4M | $250K |


## Fund service providers (1)

- administrator: CARTA

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131803/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131803/similar
- Related entities: https://search.stillhousedata.com/firm/131803/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131803

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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.