RIA Intelligence

PROGRESS INVESTMENT MANAGEMENT COMPANY, LLC

CRD #132257 SEC #801-63324 SAN FRANCISCO, CA 415-512-3480
SEC Registered
Total AUM
$6.3B
Discretionary
$6.3B
Employees
31
Clients
--
Accounts
23

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 16, 2019
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERNA Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERNA Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERNA Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERNA Control
BALAGOT, JOSE, PATRICIOISENIOR VICE PRESIDENTNA Control
BALAGOT, JOSE, PATRICIOISENIOR VICE PRESIDENTNA Control
BALAGOT, JOSE, PATRICIOISENIOR VICE PRESIDENTNA Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERNA Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERNA Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERNA Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERNA Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERNA Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERNA Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERNA Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERNA Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERNA Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERNA Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERNA Control
GERRICK, PATRICIA, JAMESICHIEF INVESTMENT OFFICERNA Control
GERRICK, PATRICIA, JAMESICHIEF INVESTMENT OFFICERNA Control
GERRICK, PATRICIA, JAMESICHIEF INVESTMENT OFFICERNA Control
GERRICK, PATRICIA, JAMESICHIEF INVESTMENT OFFICERNA Control
GERRICK, PATRICIA, JAMESICHIEF INVESTMENT OFFICERNA Control
GERRICK, PATRICIA, JAMESICHIEF INVESTMENT OFFICERNA Control
GERRICK, PATRICIA, JAMESICHIEF INVESTMENT OFFICERNA Control
HORN, LAURA, KAYEIASSISTANT VICE PRESIDENTNA
HORN, LAURA, KAYEIASSISTANT VICE PRESIDENTNA
HORN, LAURA, KAYEIASSISTANT VICE PRESIDENTNA
HSIAO, ALEXICHIEF INVESTMENT OFFICERNA Control
HSIAO, ALEXICHIEF INVESTMENT OFFICERNA Control
HSIAO, ALEXICHIEF INVESTMENT OFFICERNA Control
HSIAO, ALEXICHIEF INVESTMENT OFFICERNA Control
HSIAO, ALEXICHIEF INVESTMENT OFFICERNA Control
HSIAO, ALEXICHIEF INVESTMENT OFFICERNA Control
HSIAO, ALEXICHIEF INVESTMENT OFFICERNA Control
HSIAO, ALEXICHIEF INVESTMENT OFFICERNA Control
HSIAO, ALEXICHIEF INVESTMENT OFFICERNA Control
HSIAO, ALEXICHIEF INVESTMENT OFFICERNA Control
HSIAO, ALEXICHIEF INVESTMENT OFFICERNA Control
HSIAO, ALEXICHIEF INVESTMENT OFFICERNA Control
HSIAO, ALEXICHIEF INVESTMENT OFFICERNA Control
HSIAO, ALEXICHIEF INVESTMENT OFFICERNA Control
HSIAO, ALEXICHIEF INVESTMENT OFFICERNA Control
HSIAO, ALEXICHIEF INVESTMENT OFFICERNA Control
HSIAO, ALEXICHIEF INVESTMENT OFFICERNA Control
HSIAO, ALEXICHIEF INVESTMENT OFFICERNA Control
MULHERN, MICHAEL, HIDIRECTORNA Control
NGIN, CHIANG-NEG, PENGISENIOR VICE PRESIDENTNA
NGIN, CHIANG-NEG, PENGISENIOR VICE PRESIDENTNA
NGIN, CHIANG-NEG, PENGISENIOR VICE PRESIDENTNA
NGIN, CHIANG-NEG, PENGISENIOR VICE PRESIDENTNA
NGIN, CHIANG-NEG, PENGISENIOR VICE PRESIDENTNA
NGIN, CHIANG-NEG, PENGISENIOR VICE PRESIDENTNA
NGIN, CHIANG-NEG, PENGISENIOR VICE PRESIDENTNA
NGIN, CHIANG-NEG, PENGISENIOR VICE PRESIDENTNA
NGIN, CHIANG-NEG, PENGISENIOR VICE PRESIDENTNA
NGUYEN, SUONG, CHAUISENIOR VICE PRESIDENTNA
NGUYEN, SUONG, CHAUISENIOR VICE PRESIDENTNA
NICKOLS, LAURA, KAYEIVICE PRESIDENTNA
NICKOLS, LAURA, KAYEIVICE PRESIDENTNA
NICKOLS, LAURA, KAYEIVICE PRESIDENTNA
NICKOLS, LAURA, KAYEIVICE PRESIDENTNA
NICKOLS, LAURA, KAYEIVICE PRESIDENTNA
NICKOLS, LAURA, KAYEIVICE PRESIDENTNA
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERNA Control
RICHARD, MAEVE, LYNN JOHNSONICHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICERNA Control
RICHARD, MAEVE, LYNN JOHNSONICHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICERNA Control
RICHARD, MAEVE, LYNN JOHNSONICHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICERNA Control
RICHARD, MAEVE, LYNN JOHNSONICHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICERNA Control
RICHARD, MAEVE, LYNN JOHNSONICHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICERNA Control
Sharma, RichaICHIEF OF INFORMATION TECHNOLOGYNA
Sharma, RichaICHIEF OF INFORMATION TECHNOLOGYNA
Sharma, RichaICHIEF OF INFORMATION TECHNOLOGYNA
WHITE, KARLIDIRECTORNA Control
WHITE, KARLIDIRECTORNA Control
WHITE, KARLIDIRECTORNA Control
WHITE, KARLIDIRECTORNA Control
WHITE, KARLIDIRECTORNA Control
WHITE, KARLIDIRECTORNA Control
WHITE, KARLIDIRECTORNA Control
WHITE, KARLIDIRECTORNA Control
WILLIAMS, MONA, SHELICEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
WILLIAMS, MONA, SHELICEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
WILLIAMS, MONA, SHELICEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
WILLIAMS, MONA, SHELICEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
WILLIAMS, MONA, SHELICEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
WILLIAMS, MONA, SHELICEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
WILLIAMS, MONA, SHELICEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
WILLIAMS, MONA, SHELICEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
WILLIAMS, MONA, SHELICEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
WILLIAMS, MONA, SHELICEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
WILLIAMS, MONA, SHELICEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
WILLIAMS, MONA, SHELICEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
WILLIAMS, MONA, SHELICEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
WILLIAMS, MONA, SHELICEIEXECUTIVE VICE PRESIDENT, DIRECTORNA Control
WILLIAMS, MONA, SHELICEIPRESIDENT & DIRECTORNA Control
WILLIAMS, MONA, SHELICEIPRESIDENT & DIRECTORNA Control
WILLIAMS, MONA, SHELICEIPRESIDENT & DIRECTORNA Control
WILLIAMS, MONA, SHELICEIPRESIDENT & DIRECTORNA Control
WILLIAMS, MONA, SHELICEIPRESIDENT & DIRECTORNA Control
ZIOMEK, WILLIAM, J.ISENIOR VICE PRESIDENTNA
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERE Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERE Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERE Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERE Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERE Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERE Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERE Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERE Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERE Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERE Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERE Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERE Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERE Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERE Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERE Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERE Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERE Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERE Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERE Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERE Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERE Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERD Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERD Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERD Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERD Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERD Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERD Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERD Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERD Control
PROGRESS KEY EMPLOYEES, LLCDECLASS A MEMBERD Control
WHITE, JR., THURMAN, VERNONIPRESIDENT,CEO & DIRECTORD Control
WHITE, JR., THURMAN, VERNONICEO & DIRECTORD Control
WHITE, JR., THURMAN, VERNONICEO & DIRECTORD Control
WHITE, JR., THURMAN, VERNONICEO & DIRECTORD Control
WHITE, JR., THURMAN, VERNONICEO & DIRECTORD Control
WHITE, JR., THURMAN, VERNONICEO & DIRECTORD Control
WHITE, JR., THURMAN, VERNONICEO, CCO & DIRECTORD Control
WHITE, JR., THURMAN, VERNONICEO, CCO & DIRECTORD Control
MBTARF STRATEGIC I, INC.DECLASS B MEMBERC Control
MBTARF STRATEGIC I, INC.DECLASS B MEMBERC Control
MBTARF STRATEGIC I, INC.DECLASS B MEMBERC Control
MBTARF STRATEGIC I, INC.DECLASS B MEMBERC Control
MBTARF STRATEGIC I, INC.DECLASS B MEMBERC Control
MBTARF STRATEGIC I, INC.DECLASS B MEMBERC Control
MBTARF STRATEGIC I, INC.DECLASS B MEMBERC Control
MBTARF STRATEGIC I, INC.DECLASS B MEMBERC Control
MBTARF STRATEGIC I, INC.DECLASS B MEMBERC Control
WHITE, JR., THURMAN, V.IPRESIDENT, DIRECTORC Control
WHITE, JR., THURMAN, VERNONIPRESIDENT,CEO & DIRECTORC Control
WHITE, JR., THURMAN, VERNONIPRESIDENT,CEO & DIRECTORC Control
WHITE, JR., THURMAN, VERNONIPRESIDENT,CEO & DIRECTORC Control
WHITE, JR., THURMAN, VERNONIPRESIDENT,CEO & DIRECTORC Control
WHITE, JR., THURMAN, VERNONIPRESIDENT,CEO & DIRECTORC Control
WHITE, JR., THURMAN, VERNONIPRESIDENT,CEO & DIRECTORC Control
WHITE, JR., THURMAN, VERNONIPRESIDENT,CEO & DIRECTORC Control
WHITE, JR., THURMAN, VERNONIPRESIDENT,CEO & DIRECTORC Control
WHITE, JR., THURMAN, VERNONIPRESIDENT,CEO & DIRECTORC Control
WHITE, JR., THURMAN, VERNONIPRESIDENT,CEO & DIRECTORC Control
WHITE, JR., THURMAN, VERNONIPRESIDENT, DIRECTORC Control
WHITE, JR., THURMAN, VERNONIPRESIDENT, DIRECTORC Control
WHITE, JR., THURMAN, VERNONIPRESIDENT,CEO & DIRECTORC Control
WHITE, JR., THURMAN, VERNONIPRESIDENT,CEO & DIRECTORC Control
WHITE, JR., THURMAN, VERNONIPRESIDENT,CEO & DIRECTORC Control
WHITE, JR., THURMAN, VERNONIPRESIDENT,CEO & DIRECTORC Control
WHITE, JR., THURMAN, VERNONIPRESIDENT,CEO & DIRECTORC Control
WHITE, JR., THURMAN, VERNONIPRESIDENT,CEO & DIRECTORC Control
WHITE, JR., THURMAN, VERNONIPRESIDENT,CEO & DIRECTORC Control
WHITE, JR., THURMAN, VERNONIPRESIDENT,CEO & DIRECTORC Control
WHITE, JR., THURMAN, VERNONIPRESIDENT,CEO & DIRECTORC Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERA Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERA Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERA Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERA Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERA Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERA Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERA Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERA Control
BALAGOT, JOSE, PATRICIOIDEPUTY CHIEF INVESTMENT OFFICERA Control
GILDING, DONNA, K.ICHIEF INVESTMENT OFFICERA Control
GILDING, DONNA, KATHLEENICHIEF INVESTMENT OFFICERA Control
GILDING, DONNA, KATHLEENICHIEF INVESTMENT OFFICERA Control
NICKOLS, LAURA, KAYEISHAREHOLDERA
NICKOLS, LAURA, KAYEIVICE PRESIDENT OF INVESTMENT AND BUSINESS RISKA
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERA
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERA
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERA
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERA
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERA
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERA
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERA
PASLEY, BEVERLY, ANNICOMPLIANCE OFFICERA
PASLEY, BEVERLY, ANNICHIEF COMPLIANCE OFFICERA
WILLIAMS, MONA, SHELICEIEXECUTIVE VICE PRESIDENT, DIRECTORA Control
WILLIAMS, MONA, SHELICEIEXECUTIVE VICE PRESIDENT, DIRECTORA Control
WILLIAMS, MONA, SHELICEIEXECUTIVE VICE PRESIDENT, DIRECTORA Control
WILLIAMS, MONA, SHELICEIEXECUTIVE VICE PRESIDENT, DIRECTORA Control
WILLIAMS, MONA, SHELICEIEXECUTIVE VICE PRESIDENT, DIRECTORA Control
WILLIAMS, MONA, SHELICEIEXECUTIVE VICE PRESIDENT, DIRECTORA Control
WILLIAMS, MONA, SHELICEISENIOR VICE PRESIDENT, DIRECTORA Control
WILLIAMS, MONA, SHELICEISENIOR VICE PRESIDENT, DIRECTORA Control
WILLIAMS, MONA, SHELICEISENIOR VICE PRESIDENT, DIRECTORA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MASSACHUSETTS BAY TRANSPORTATION AUTHORITY RETIREMENT FUNDDEMBTARF STRATEGIC IE Control
MASSACHUSETTS BAY TRANSPORTATION AUTHORITY RETIREMENT FUNDDEMBTARF STRATEGIC IE Control
MASSACHUSETTS BAY TRANSPORTATION AUTHORITY RETIREMENT FUNDDEMBTARF STRATEGIC IE Control
MASSACHUSETTS BAY TRANSPORTATION AUTHORITY RETIREMENT FUNDDEMBTARF STRATEGIC IE Control
MBTARFDEMBTARF STRATEGIC IE Control
MBTARFDEMBTARF STRATEGIC IE Control
MBTARFDEMBTARF STRATEGIC IE Control
MBTARFDEMBTARF STRATEGIC IE Control
MBTARFDEMBTARF STRATEGIC IE Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control
WHITE, JR., THURMAN, VERNONIPROGRESS KEY EMPLOYEE, LLCD Control

Registrations

Federal

IA
Dec 16, 2019 REGISTERED

Notice Filings (3)

CA IL NY

Address

33 NEW MONTGOMERY ST.
SUITE 1900
SAN FRANCISCO, CA 94105
United States
Phone: 415-512-3480