Stewart & Patten

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Stewart & Patten — overview

Assets Under Management

Type

Wealth Manager

Location

Lafayette, CA, US

Alternative Asset Classes

-

About

Stewart and Patten is a US-based wealth manager. It offers both non-discretionary and discretionary asset management services. The advisory services it provides include retirement planning services and portfolio management services. The wealth manager advises individuals, trusts, charitable foundations, retirement plans, estates, and corporations.

Stewart & Patten - known decision makers (5)

Contact NamePositionLocationEmailTelephoneAsset Class
PrincipalLafayette, USGEN
PrincipalLafayette, USGEN
Portfolio AnalystLafayette, USGEN
Research AnalystLafayette, USGEN
Research AnalystLafayette, USGEN

Showing 5 of 5 known decision makers Stewart & Patten

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.