Lateef Investment Management LP
Legal Name: LATEEF INVESTMENT MANAGEMENT, LP.
Full Contact Details
Lateef Investment Management LP
1000 4TH ST, SUITE 800, SAN RAFAEL, CA
415-461-3800
415-461-0436
Other Info
Lateef Investment Management LP, a California-based limited partnership, provides advisory services to a diverse client base of 360 individuals. The firm, which was founded in 1974 and currently employs nine individuals, is registered with the SEC and has an approved status. Four employees hold advisory roles within the company.
Tran Capital Management
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Direct Owners
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ERIC ARTHUR WINTERHALTER
COO/CFO/CCO AND MANAGING PARTNER owns less than 5%
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KOUJI YAMADA
CHIEF INVESTMENT OFFICER OF GLOBAL EQUITY owns less than 5%
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LATEEF GENERAL PARTNER, LLC
GENERAL PARTNER owns less than 5%
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LATEEF MANAGEMENT, LLC
LIMITED PARTNER owns more than 50% but less than 75%
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LATEEF MGL, LLC
LIMITED PARTNER owns more than 25% but less than 50%
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QUOC KINH TRAN
CHIEF INVESTMENT OFFICER AND MANAGING PARTNER owns less than 5%
Indirect Owners
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ERIC ARTHUR WINTERHALTER
MANAGING PARTNER owns more than 25% but less than 50%
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KOUJI YAMADA
PARTNER owns more than 25% but less than 50%
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MCCARTHY GROUP, LLC
PARTNER LIMITED LIABILITY owns 75% or more
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MG FINANCIAL, LLC
PARTNER LIMITED LIABILITY owns 75% or more
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QUOC KINH TRAN
MANAGING PARTNER owns more than 50% but less than 75%
Marketers
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BHA SELECT NETWORK, LLC
United States
Firms Located Nearby
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- Marin Wealth Advisors LLC
- LYLE Allan GLEN
- Hutchinson & Ziegler Financial Advisors Inc
News
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