RIA Intelligence

WITHERSPOON ASSET MANAGEMENT LLC

CRD #165737 SEC #801-77245 PRINCETON, NJ 609-252-1200
SEC Registered
Total AUM
$19.5M
Discretionary
$19.5M
Employees
3
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 30, 2016
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KUNTZ, THOMAS, PATRICKICHIEF OPERATING OFFICER AND CCONA Control
KUNTZ, THOMAS, PATRICKIMEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICERNA Control
KUNTZ, THOMAS, PATRICKIMEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICERNA Control
MORIN, PAUL, RICHARDICHIEF INVESTMENT OFFICERNA Control
MORIN, PAUL, RICHARDICHIEF INVESTMENT OFFICERNA Control
GLADDEN, LEE, WILLIAMICHIEF EXECUTIVE OFFICERD Control
GLADDEN, LEE, WILLIAMIMANAGING MEMBER AND CHIEF EXECUTIVE OFFICERD Control
GLADDEN, LEE, WILLIAMIMANAGING MEMBER AND CHIEF EXECUTIVE OFFICERD Control
GLADDEN, LEE, WILLIAMIMANAGING MEMBER AND CHIEF EXECUTIVE OFFICERD Control
GLADDEN, LEE, WILLIAMIMANAGING MEMBER AND CHIEF EXECUTIVE OFFICERD Control
GLADDEN, LEE, WILLIAMIMANAGING MEMBER AND CHIEF EXECUTIVE OFFICERD Control
GLADDEN, LEE, WILLIAMIMANAGING MEMBER AND CHIEF EXECUTIVE OFFICERD Control
GLADDEN, LEE, WILLIAMIMANAGING MEMBER AND CHIEF EXECUTIVE OFFICERD Control
KUNTZ, THOMAS, PATRICKIMEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICERB Control
KUNTZ, THOMAS, PATRICKIMEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICERB Control
KUNTZ, THOMAS, PATRICKIMEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICERB Control
KUNTZ, THOMAS, PATRICKIMEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICERB Control
KUNTZ, THOMAS, PATRICKIMEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICERB Control
LEVITT LIVING TRUSTDEMEMBERB
LEVITT LIVING TRUSTDEMEMBERB
LEVITT LIVING TRUSTDEMEMBERB
LEVITT, ELLEN, HIRSCHIMEMBERB
LEVITT, ELLEN, HIRSCHIMEMBERB
LEVITT, ELLEN, HIRSCHIMEMBERB
LEVITT, HARRYIMEMBERB
LEVITT, HARRYIMEMBERB
LEVITT, HARRYIMEMBERB
VERNON, DANIEL, TYLERIPARTNERB Control
VERNON, DANIEL, TYLERIMEMBER AND MANAGING DIRECTORB Control
VERNON, DANIEL, TYLERIMEMBER AND MANAGING DIRECTORB Control
VERNON, DANIEL, TYLERIMEMBERB
VERNON, DANIEL, TYLERIMEMBERB

Registrations

Federal

IA
Mar 30, 2016 REGISTERED

Notice Filings (1)

CA

Address

15 CHAMBERS STREET
PRINCETON, NJ 08542
United States
Phone: 609-252-1200