RIA Intelligence

PELICAN INVESTMENT MANAGEMENT

CRD #115638 SEC #801-60594 BOSTON, MA 617-757-8700
SEC Registered
Total AUM
$287.5M
Discretionary
$114.4M
Employees
10
Clients
10
Accounts
103

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2009
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PELL, ANTHONY, DOUGLASICEOE Control
CALLARD, DAVID, JACOBUSICHAIRMAN; DIRECTORD Control
CALLARD, DAVID, JACOBUSICHAIRMAN; DIRECTORD Control
CALLARD, DAVID, JACOBUSICHAIRMAN; DIRECTORD Control
PELL, ANTHONY, DOUGLASICEO; PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICERD Control
PELL, ANTHONY, DOUGLASICEO; PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICERD Control
PELL, ANTHONY, DOUGLASICEO; PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICERD Control
CALLARD, DAVID, JACOBUSICHAIRMAN; DIRECTORC Control
CALLARD, DAVID, JACOBUSICHAIRMAN; DIRECTORC Control
CALLARD, DAVID, JACOBUSICHAIRMAN; DIRECTORC Control
CALLARD, DAVID, JACOBUSICHAIRMAN; DIRECTORC Control
CALLARD, DAVID, JACOBUSICHAIRMAN; DIRECTORC Control
PELL, ANTHONY, DOUGLASICEO; PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICERC Control
PELL, ANTHONY, DOUGLASICEO; PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICERC Control
PELL, ANTHONY, DOUGLASICEO; PRESIDENT, DIRECTORC Control
PELL, ANTHONY, DOUGLASICEO; PRESIDENT, DIRECTORC Control
PELL, ANTHONY, DOUGLASICEO; PRESIDENT, DIRECTORC Control
PAOLELLA, JOHN, SEBASTIANIDIRECTORB Control
PAOLELLA, JOHN, SEBASTIANIDIRECTORB Control
PAOLELLA, JOHN, SEBASTIANIDIRECTOR, CHIEF COMPLIANCE OFFICERB Control
PAOLELLA, JOHN, SEBASTIANIDIRECTOR, CHIEF COMPLIANCE OFFICERB Control
PAOLELLA, JOHN, SEBASTIANIDIRECTOR, CHIEF COMPLIANCE OFFICERB Control

Registrations

Federal

IA
Mar 31, 2009 REGISTERED

Notice Filings (8)

DE FL MA NH NJ NY RI VT

Address

ONE LIBERTY SQUARE
SUITE 1200
BOSTON, MA 2109
United States
Phone: 617-757-8700