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)

Private funds (1)

Fund service providers (1)

• administrator: CARTA

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 131803 on SEC IAPD (source of record)
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