STEWART & PATTEN CO LLC
CRD #109235 SEC #801-55172 LAFAYETTE, CA 415-421-4932
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
5
Clients
--
Accounts
773
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 20, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHNEIDER III, EDWARD, JOHN | I | MEMBER, PRINCIPAL,CFA | NA | Control |
| SCHNEIDER III, EDWARD, JOHN | I | MEMBER, PRINCIPAL | NA | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | D | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | D | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | D | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | D | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | D | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | D | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | D | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | D | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | D | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | D | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | D | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | D | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | D | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | D | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | D | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | D | Control |
| BELONOGOFF, GLEB | I | MEMBER, PRINCIPAL | C | Control |
| ETHRIDGE, STEPHEN | I | MEMBER, PRINCIPAL | C | Control |
| ETHRIDGE, STEPHEN, ARTHUR | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| ETHRIDGE, STEPHEN, ARTHUR | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| ETHRIDGE, STEPHEN, ARTHUR | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| ETHRIDGE, STEPHEN, ARTHUR | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| ETHRIDGE, STEPHEN, ARTHUR | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| GENTRY, JOHN | I | MEMBER, PRINCIPAL | C | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL | C | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | C | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | C | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | C | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | C | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | C | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | C | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | C | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | C | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | C | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | C | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | C | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | C | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | C | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | C | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | C | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | C | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | C | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | C | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | C | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | C | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | C | Control |
| PATTEN, RONALD | I | MEMBER, PRINCIPAL | C | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | C | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | C | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | C | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | C | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | C | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | C | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | C | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | C | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | C | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | C | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | C | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | C | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | C | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | C | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | C | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | C | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | C | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | C | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | C | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | C | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | C | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP | C | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | C | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | C | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | C | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | C | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | C | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | C | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP | C | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP | C | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP | C | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP | C | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | C | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | C | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | C | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | C | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | C | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | C | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER | C | Control |
| BELONOGOFF, GLEB | I | MEMBER, PRINCIPAL | B | Control |
| BELONOGOFF, GLEB | I | MEMBER, PRINCIPAL | B | Control |
| BELONOGOFF, GLEB | I | MEMBER, PRINCIPAL | B | Control |
| BELONOGOFF, GLEB | I | MEMBER, PRINCIPAL | B | Control |
| BELONOGOFF, GLEB | I | MEMBER, PRINCIPAL | B | Control |
| BELONOGOFF, GLEB | I | MEMBER, PRINCIPAL | B | Control |
| BELONOGOFF, GLEB | I | MEMBER, PRINCIPAL | B | Control |
| BELONOGOFF, GLEB | I | MEMBER, PRINCIPAL | B | Control |
| BELONOGOFF, GLEB | I | MEMBER, PRINCIPAL | B | Control |
| ETHRIDGE, STEPHEN, ARTHUR | I | MEMBER, PRINCIPAL CCO | B | Control |
| ETHRIDGE, STEPHEN, ARTHUR | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER | B | Control |
| ETHRIDGE, STEPHEN, ARTHUR | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER | B | Control |
| ETHRIDGE, STEPHEN, ARTHUR | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER | B | Control |
| ETHRIDGE, STEPHEN, ARTHUR | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER | B | Control |
| ETHRIDGE, STEPHEN, ARTHUR | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER | B | Control |
| ETHRIDGE, STEPHEN, ARTHUR | I | MEMBER, PRINCIPAL CCO | B | Control |
| ETHRIDGE, STEPHEN, ARTHUR | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER | B | Control |
| ETHRIDGE, STEPHEN, ARTHUR | I | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER | B | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL | B | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL | B | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | B | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | B | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | B | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | B | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL | B | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL, CFA | B | Control |
| GENTRY, ROBERT, MATTHEW | I | MEMBER, PRINCIPAL | B | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | B | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | B | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | B | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | B | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | B | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | B | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | B | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | B | Control |
| PATTEN, RONALD, SHERIDAN | I | MEMBER, PRINCIPAL | B | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL | B | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL | B | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL,CPA/CFP | B | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL,CPA/CFP | B | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP | B | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP | B | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL | B | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL, CFP | B | Control |
| SHERMAN, LORI, EILEEN | I | MEMBER,PRINCIPAL | B | Control |
Registrations
Federal
IA
Feb 20, 2024 REGISTERED
Notice Filings (10)
AZ CA MA MD NY OR TX UT VT WA
Address
3675 MT. DIABLO BLVD, SUITE 340LAFAYETTE, CA 94549
United States
Phone: 415-421-4932