STEVENSON WALTER ROLAND
Legal name: STEVENSON CAPITAL MANAGEMENT, INC.
CRD #107419 SEC #801-17842 CUPERTINO, CA 408-973-7849
SEC Registered
Total AUM
$292M
Discretionary
$268.9M
Employees
5
Clients
0
Accounts
195
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 9, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STEVENSON, WALTER, ROLAND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENSON, WALTER, ROLAND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENSON, WALTER, ROLAND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENSON, WALTER, ROLAND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENSON, WALTER, ROLAND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STEVENSON, WALTER, ROLAND | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Feb 9, 2007 REGISTERED
Notice Filings (5)
CA FL ID NJ TX
Address
19925 STEVENS CREEK BLVDCUPERTINO, CA 95014
USA
Phone: 408-973-7849