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 is legally known as LATEEF INVESTMENT MANAGEMENT, LP.. It is a CA Limited Partnership. This firm has 9 employees, of which 4 are employees in advisory roles. It serves 360 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Feb 16, 1974.

Lateef Investment Management

Lateef Investment Management capitalizes on trends in the market to grow and diversify your portfolio. We believe shareholders are rewarded for long-term investing and our portfolios are designed to grow through all periods of the economic cycle while seeking protection against permanent capital imp…

Direct Owners

ERIC ARTHUR WINTERHALTER
COO/CFO/CCO AND MANAGING PARTNER owns less than 5%
KOUJI YAMADA
CHIEF INVESTMENT OFFICER OF GLOBAL EQUITY owns less than 5%
LATEEF GENERAL PARTNER, LLC
GENERAL PARTNER owns less than 5%
LATEEF MANAGEMENT, LLC
LIMITED PARTNER owns more than 50% but less than 75%
LATEEF MGL, LLC
LIMITED PARTNER owns more than 25% but less than 50%
QUOC KINH TRAN
CHIEF INVESTMENT OFFICER AND MANAGING PARTNER owns less than 5%

Indirect Owners

ERIC ARTHUR WINTERHALTER
MANAGING PARTNER owns more than 25% but less than 50%
KOUJI YAMADA
PARTNER owns more than 25% but less than 50%
MCCARTHY GROUP, LLC
PARTNER LIMITED LIABILITY owns 75% or more
MG FINANCIAL, LLC
PARTNER LIMITED LIABILITY owns 75% or more
QUOC KINH TRAN
MANAGING PARTNER owns more than 50% but less than 75%