RIA Intelligence

LINDVALL CAPITAL MANAGEMENT, LLC

CRD #117849 SEC #801-60787 SAN LUIS OBISPO, CA 805-781-6006
SEC Registered
Total AUM
$375M
Discretionary
$375M
Employees
5
Clients
10
Accounts
3

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 7, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
NORRIS, STEVEN, PATRICKICHIEF COMPLIANCE OFFICERNA
NORRIS, STEVEN, PATRICKICHIEF COMPLIANCE OFFICERNA
NORRIS, STEVEN, PATRICKICHIEF COMPLIANCE OFFICERNA
NORRIS, STEVEN, PATRICKICHIEF COMPLIANCE OFFICERNA
LINDVALL, CHRISTOPHER, BRENTIMANAGERC Control
LINDVALL, CHRISTOPHER, BRENTIMANAGERC Control
LINDVALL, CHRISTOPHER, BRENTIMANAGERC Control
LINDVALL, CHRISTOPHER, BRENTIMANAGERC Control
LINDVALL, CHRISTOPHER, BRENTIMANAGERC Control
LINDVALL, CHRISTOPHER, BRENTIMANAGERC Control
LINDVALL, JOHN, ROBERTIMANAGERC Control
LINDVALL, JOHN, ROBERTIMANAGERC Control
LINDVALL, JOHN, ROBERTIMANAGERC Control
LINDVALL, JOHN, ROBERTIMANAGERC Control
LINDVALL, JOHN, ROBERTIMANAGERC Control
LINDVALL, JOHN, ROBERTIMANAGERC Control
LINDVALL, LISA, ELAINEIMEMBERB
LINDVALL, LISA, ELAINEIMEMBERB
LINDVALL, LISA, ELAINEIMEMBERB
LINDVALL, LISA, ELAINEIMEMBERB
LINDVALL, LISA, ELAINEIMEMBERB
LINDVALL, LISA, ELAINEIMEMBERB

Registrations

Federal

IA
Sep 7, 2005 REGISTERED

Notice Filings (1)

CA

Address

1194 PACIFIC STREET
SUITE 205
SAN LUIS OBISPO, CA 93401
USA
Phone: 805-781-6006