BURLESON & COMPANY, LLC
CRD #131803 SEC #801-66240 PETALUMA, CA 707-283-0520
SEC Registered Private Funds
Total AUM
$492M
Discretionary
$373.6M
Employees
5
Clients
101
Accounts
965
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2023
- 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 |
|---|---|---|---|---|
| BROWN, BRYCE, RYAN | I | PARTNER | NA | |
| BROWN, BRYCE, RYAN | I | PARTNER | NA | |
| BROWN, BRYCE, RYAN | I | PARTNER | NA | |
| BROWN, BRYCE, RYAN | I | PARTNER | NA | |
| BROWN, BRYCE, RYAN | I | PARTNER | NA | |
| BROWN, BRYCE, RYAN | I | PARTNER | NA | |
| BROWN, BRYCE, RYAN | I | PARTNER | NA | |
| BROWN, BRYCE, RYAN | I | PARTNER | NA | |
| BROWN, BRYCE, RYAN | I | PARTNER | NA | |
| GREENLEAF, HENRY, MCCLELLAN | I | MANAGING DIRECTOR | NA | |
| GREENLEAF, HENRY, MCCLELLAN | I | MANAGING DIRECTOR | NA | |
| GREENLEAF, HENRY, MCCLELLAN | I | MANAGING DIRECTOR | NA | |
| GREENLEAF, HENRY, MCCLELLAN | I | MANAGING DIRECTOR | NA | |
| GREENLEAF, HENRY, MCCLELLAN | I | MANAGING DIRECTOR | NA | |
| WILSON, HEIDI, MARIE | I | CHIEF COMPLIANCE OFFICERE | NA | |
| WILSON, HEIDI, MARIE | I | CHIEF COMPLIANCE OFFICERE | NA | |
| WILSON, HEIDI, MARIE | I | CHIEF COMPLIANCE OFFICERE | NA | |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CCO | D | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CCO | D | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL | D | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL | D | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL | D | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL | D | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| BURLESON, JAMES, DAVID | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| GREENLEAF, TAYLOR, MCCLELLAN | I | PRINCIPAL | D | Control |
| GREENLEAF, TAYLOR, MCCLELLAN | I | PRINCIPAL | D | Control |
| GREENLEAF, TAYLOR, MCCLELLAN | I | PRINCIPAL | D | Control |
| GREENLEAF, TAYLOR, MCCLELLAN | I | PRINCIPAL | D | Control |
| GREENLEAF, TAYLOR, MCCLELLAN | I | PRINCIPAL | D | Control |
| GREENLEAF, TAYLOR, MCCLELLAN | I | PRINCIPAL | D | Control |
| GREENLEAF, TAYLOR, MCCLELLAN | I | PRINCIPAL | D | Control |
| GREENLEAF, TAYLOR, MCCLELLAN | I | PRINCIPAL | D | Control |
| GREENLEAF, TAYLOR, MCCLELLAN | I | PRINCIPAL | D | Control |
| GREENLEAF, TAYLOR, MCCLELLAN | I | PRINCIPAL | D | Control |
| GREENLEAF, TAYLOR, MCCLELLAN | I | PRINCIPAL | D | Control |
| GREENLEAF, TAYLOR, MCCLELLAN | I | PRINCIPAL | D | Control |
| GREENLEAF, TAYLOR, MCCLELLAN | I | PRINCIPAL | D | Control |
| GREENLEAF, TAYLOR, MCCLELLAN | I | PRINCIPAL | D | Control |
| GREENLEAF, TAYLOR, MCCLELLAN | I | PRINCIPAL | D | Control |
| GREENLEAF, TAYLOR, MCCLELLAN | I | PRINCIPAL | D | Control |
| GREENLEAF, TAYLOR, MCCLELLAN | I | PRINCIPAL | D | Control |
| GREENLEAF, TAYLOR, MCCLELLAN | I | PRINCIPAL | D | Control |
| GREENLEAF, TAYLOR, MCCLELLAN | I | PRINCIPAL | D | Control |
| GREENLEAF, TAYLOR, MCCLELLAN | I | PRINCIPAL | D | Control |
| GREENLEAF, TAYLOR, MCCLELLAN | I | PRINCIPAL | D | Control |
| GREENLEAF, TAYLOR, MCCLELLAN | I | PRINCIPAL | D | Control |
| WILSON, HEIDI, MARIE | I | PRINCIPAL/INVESTMENT ADVISER REPRESENTATIVE | A | |
| WILSON, HEIDI, MARIE | I | PRINCIPAL/INVESTMENT ADVISER REPRESENTATIVE | A | |
| WILSON, HEIDI, MARIE | I | PRINCIPAL/INVESTMENT ADVISER REPRESENTATIVE | A | |
| WILSON, HEIDI, MARIE | I | PRINCIPAL/INVESTMENT ADVISER REPRESENTATIVE | A | |
| WILSON, HEIDI, MARIE | I | PRINCIPAL/INVESTMENT ADVISER REPRESENTATIVE | A | |
| WILSON, HEIDI, MARIE | I | PRINCIPAL/INVESTMENT ADVISER REPRESENTATIVE | A | |
| WILSON, HEIDI, MARIE | I | PRINCIPAL/INVESTMENT ADVISER REPRESENTATIVE | A |
Registrations
Federal
IA
Mar 29, 2023 REGISTERED
Notice Filings (5)
CA HI NH OR TX
Address
201 1ST STREETSUITE 204
PETALUMA, CA 94952-4288
United States
Phone: 707-283-0520