MT. EDEN INVESTMENT ADVISORS, LLC
CRD #133315 SEC #801-63697 SAN FRANCISCO, CA (415) 288-3000
SEC Registered
Total AUM
$596.5M
Discretionary
$590.3M
Employees
11
Clients
0
Accounts
401
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARRETT, TIMOTHY, BRENDAN | I | MEMBER | NA | |
| BARRETT, TIMOTHY, BRENDAN | I | MEMBER | NA | |
| BARRETT, TIMOTHY, BRENDAN | I | MEMBER | NA | |
| BARRETT, TIMOTHY, BRENDAN | I | MEMBER | NA | |
| BARRETT, TIMOTHY, BRENDAN | I | MEMBER | NA | |
| MCCREERY, WILLIAM, SAMPSON | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| MCCREERY, WILLIAM, SAMPSON | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| MCCREERY, WILLIAM, SAMPSON | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| MCCREERY, WILLIAM, SAMPSON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCREERY, WILLIAM, SAMPSON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCREERY, WILLIAM, SAMPSON | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| MCCREERY, WILLIAM, SAMPSON | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| MCCREERY, WILLIAM, SAMPSON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MILLER, WILLIAM, THOMAS | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| MCWILLIAMS, KEITH, BRADFORD | I | MANAGING MEMBER | E | Control |
| MCWILLIAMS, KEITH, BRADFORD | I | MANAGING MEMBER | E | Control |
| MCWILLIAMS, KEITH, BRADFORD | I | MANAGING MEMBER | E | Control |
| MCWILLIAMS, KEITH, BRADFORD | I | MANAGING MEMBER | E | Control |
| MCWILLIAMS, KEITH, BRADFORD | I | MANAGING MEMBER | E | Control |
| MCWILLIAMS, KEITH, BRADFORD | I | MANAGING MEMBER | E | Control |
| MCWILLIAMS, KEITH, BRADFORD | I | MANAGING MEMBER | E | Control |
| MCWILLIAMS, KEITH, BRADFORD | I | MANAGING MEMBER | E | Control |
| MCWILLIAMS, KEITH, BRADFORD | I | MANAGING MEMBER | E | Control |
| BARRETT, TIMOTHY, BRENDAN | I | MEMBER | A | |
| BARRETT, TIMOTHY, BRENDAN | I | MEMBER | A | |
| BARRETT, TIMOTHY, BRENDAN | I | MEMBER | A | |
| JOHN & BARBARA PACKARD REVOCABLE TRUST | DE | MEMBER | A | |
| PACKARD, JOHN, TERRELL | I | MEMBER | A | |
| PACKARD, JOHN, TERRELL | I | MEMBER | A | |
| PACKARD, JOHN, TERRELL | I | MEMBER | A | |
| PACKARD, JOHN, TERRELL | I | MEMBER | A | |
| PACKARD, JOHN, TERRELL | I | MEMBER | A | |
| PACKARD, JOHN, TERRELL | I | MEMBER | A | |
| PACKARD, JOHN, TERRELL | I | MEMBER | A | |
| PACKARD, JOHN, TERRELL | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DOOLEY, DANA | I | JOHN & BARBARA PACKARD REVOCABLE TRUST | F | Control |
| MCWILLIAMS, KEITH, BRADFORD | I | JOHN & BARBARA PACKARD REVOCABLE TRUST | F | Control |
| PACKARD, BARBARA | I | JOHN & BARBARA PACKARD REVOCABLE TRUST | F | Control |
Registrations
Federal
IA
Mar 30, 2012 REGISTERED
Notice Filings (4)
CA OR TX WA
Address
425 CALIFORNIA STREETSUITE 1500
SAN FRANCISCO, CA 94104
United States
Phone: (415) 288-3000