Pacific Heights Asset Management LLC
Legal Name: PACIFIC HEIGHTS ASSET MANAGEMENT, LLC
Full Contact Details
Pacific Heights Asset Management LLC
600 MONTGOMERY STREET, SUITE 4100, SAN FRANCISCO, CA
415-398-8000
415-398-8091
Other Info
Pacific Heights Asset Management LLC is a California-based Limited Liability Company with 14 employees, including 2 advisory roles. The firm's SEC status is Approved, with a registration date of Jan 3, 2003, and the number of clients served by the firm is unknown.
Direct Owners
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JAMES HANSON ANDREWS
DIRECTOR OF FINANCE owns less than 5%
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MICHAEL JOSEPH CUGGINO
TRUSTEE owns 75% or more
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SUSAN KATHRYN FREUND
CHIEF COMPLIANCE OFFICER owns less than 5%
-
THE MICHAEL J. CUGGINO 2008 REVOCABLE TRUST
TRUST owns less than 5%
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Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Jul 23, 2019
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