RIA Intelligence

UNDERHILL INVESTMENT MANAGEMENT LLC

CRD #140390 SEC #801-70241 GREENBRAE, CA 415-785-3670
SEC Registered
Total AUM
$191.1M
Discretionary
$191.1M
Employees
6
Clients
--
Accounts
99

Firm Details

Organization Type
Limited Liability Company
State of Formation
Colorado
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 13, 2019
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GEORGE, BONNIE, GAILICHIEF OPERATING OFFICERNA Control
GEORGE, BONNIE, GAILICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERNA Control
MILLER, BENJAMIN, HENRYIMANAGING DIRECTORNA Control
MILLER, BENJAMIN, HENRYIMANAGING DIRECTORNA Control
MILLER, BENJAMIN, HENRYIMANAGING DIRECTORNA Control
MILLER, BENJAMIN, HENRYIMANAGING DIRECTORNA
TANNENBAUM, MICHAELIMANAGING DIRECTORNA Control
TANNENBAUM, MICHAELIMANAGING DIRECTORNA Control
TANNENBAUM, MICHAELIMANAGING DIRECTORNA Control
TANNENBAUM, MICHAELIMANAGING DIRECTORNA Control
TANNENBAUM, MICHAELIMANAGING DIRECTORNA Control
TANNENBAUM, MICHAELIMANAGING DIRECTORNA Control
TANNENBAUM, MICHAELIMANAGING DIRECTORNA Control
TANNENBAUM, MICHAELIMANAGING DIRECTORNA
UNDERHILL, ROLAND, DENTONIMANAGING DIRECTORNA Control
POST, DAVID, SCOTTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
POST, DAVID, SCOTTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
UNDERHILL, ROLAND, DENTONIMANAGING MEMBERE Control
UNDERHILL, ROLAND, DENTONIMANAGING MEMBERE Control
UNDERHILL, ROLAND, DENTONIMANAGING MEMBERE Control
UNDERHILL, ROLAND, DENTONIMANAGING MEMBERE Control
UNDERHILL, ROLAND, DENTONIMANAGING MEMBERE Control
UNDERHILL, ROLAND, DENTONIMANAGING MEMBERE Control
UNDERHILL, ROLAND, DENTONIMANAGING MEMBERE Control
UNDERHILL, ROLAND, DENTONIMANAGING MEMBERE Control
UNDERHILL, ROLAND, DENTONIMANAGING MEMBERE Control
UNDERHILL, ROLAND, DENTONIMANAGING MEMBERE Control
UNDERHILL, ROLAND, DENTONIMANAGING MEMBERE Control
POST, DAVID, SCOTTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
POST, DAVID, SCOTTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
POST, DAVID, SCOTTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
UNDERHILL, ROLAND, DENTONIMANAGING MEMBERD Control
UNDERHILL, ROLAND, DENTONIMANAGING MEMBERD Control
UNDERHILL, ROLAND, DENTONIMANAGING MEMBERD Control
UNDERHILL, ROLAND, DENTONIMANAGING MEMBERD Control
GEORGE, BONNIE, GAILICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERB Control
GEORGE, BONNIE, GAILICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERB Control
GEORGE, BONNIE, GAILICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERB Control
GEORGE, BONNIE, GAILICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERB Control
MILLER, BENJAMIN, HENRYIMANAGING DIRECTORB Control
MILLER, BENJAMIN, HENRYIMANAGING DIRECTORB Control
MILLER, BENJAMIN, HENRYIMANAGING DIRECTORB Control
MILLER, BENJAMIN, HENRYIMANAGING DIRECTORB Control
TANNENBAUM, MICHAELIMANAGING DIRECTORB Control
TANNENBAUM, MICHAELIMANAGING DIRECTORB Control
TANNENBAUM, MICHAELIMANAGING DIRECTORB Control
TANNENBAUM, MICHAELIMANAGING DIRECTORB Control
TANNENBAUM, MICHAELIMANAGING DIRECTORB Control
TANNENBAUM, MICHAELIMANAGING DIRECTORB Control
TANNENBAUM, MICHAELIMANAGING DIRECTORB Control
UNDERHILL, ROLAND, DENTONIMANAGING DIRECTORB Control
UNDERHILL, ROLAND, DENTONIMANAGING DIRECTORB Control
UNDERHILL, ROLAND, DENTONIMANAGING DIRECTORB Control
GEORGE, BONNIE, GAILICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERA Control
GEORGE, BONNIE, GAILICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERA Control
GEORGE, BONNIE, GAILICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERA Control
GEORGE, BONNIE, GAILICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERA Control
GEORGE, BONNIE, GAILICHIEF OPERATING OFFICERA Control
GEORGE, BONNIE, GAILICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERA Control
GEORGE, BONNIE, GAILICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERA Control
GEORGE, BONNIE, GAILICHIEF OPERATING OFFICERA Control
GEORGE, BONNIE, GAILICHIEF OPERATING OFFICERA Control
GEORGE, BONNIE, GAILICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERA Control
GEORGE, BONNIE, GAILICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERA Control
GEORGE, BONNIE, GAILICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERA Control
GEORGE, BONNIE, GAILICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERA Control
MILLER, BENJAMIN, HENRYIMANAGING DIRECTORA Control
MILLER, BENJAMIN, HENRYIMANAGING DIRECTORA Control
MILLER, BENJAMIN, HENRYIMANAGING DIRECTORA Control
MILLER, BENJAMIN, HENRYIMANAGING DIRECTORA Control
TANNENBAUM, MICHAELIMANAGING DIRECTORA Control
TANNENBAUM, MICHAELIMANAGING DIRECTORA Control
TANNENBAUM, MICHAELIMANAGING DIRECTORA Control
TANNENBAUM, MICHAELIMANAGING DIRECTORA Control

Registrations

Federal

IA
Feb 13, 2019 REGISTERED

Notice Filings (3)

CA IL TX

Address

100 DRAKES LANDING ROAD
SUITE 100
GREENBRAE, CA 94904
United States
Phone: 415-785-3670