BURLESON + COMPANY
Burleson + Company is an investment management and venture capital firm in the SF bay area focused on serving ultra-high-net-worth families & businesses as well as participating in early stage venture capital investment.
BURLESON + COMPANY
Social Links:
Industry:
Venture Capital Wealth Management
Founded:
2004-01-01
Status:
Active
Contact:
707-283-0520
Email Addresses:
[email protected]
Technology used in webpage:
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Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2019-05-01 | Handle | Burleson + Company investment in Seed Round - Handle | 4.5 M USD |
More informations about "Burleson + Company"
James Burleson - SEC.gov
Nov 21, 2024 The complaint alleges that Burleson disproportionately allocated profitable options trades to his personal account and unprofitable trades to his clients. According to the …See details»
BURLESON & COMPANY, LLC | Form ADV - Radient
Mar 29, 2023 Burleson & Company, LLC is a California-based investment advisory firm that offers comprehensive portfolio management, consulting and concierge services, and …See details»
Burleson & Company, LLC 13F Filings
Burleson & Company, LLC reported 426 holdings with total value $401 M as of Q4 2022. Top holdings included MSFT, INVESCO QQQ TR, AAPL, TSLA, and VOO. Burleson & Company, …See details»
Burleson + Company Overview | SignalHire Company Profile
Organization Website: bcowealth.com : Phone Number (707)283-0520: Burleson + Company industries Finance: Headquarters Location: 201 1st Street, Petaluma, California, 94952 US …See details»
Burleson + Company Information - RocketReach
Burleson + Company is a leading fee-only wealth management firm, providing a full range of investing, advisory and planning services to a substantial and diversified client base, which …See details»
BURLESON & COMPANY, LLC Top 13F Holdings
Burleson & Company is a large advisory firm with 333 clients and discretionary assets under management (AUM) of $373,569,708 (Form ADV from 2023-03-29). Whalewisdom has at …See details»
Burleson + Company - Investments, Portfolio & Company Exits
May 1, 2019 Venture Capital, Investment ManagementSee details»
Burleson + Company - Funding, Financials, Valuation & Investors
Venture Capital, Investment ManagementSee details»
Burleson & Company, LLC Portfolio Holdings - Fintel
Burleson & Company, LLC’s new positions include SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF (US:SPTL) , American Century ETF Trust - Avantis U.S. Large Cap Value …See details»
Burleson Company Inc Company Profile | Hackensack, NJ
Find company research, competitor information, contact details & financial data for Burleson Company Inc of Hackensack, NJ. Get the latest business insights from Dun & Bradstreet.See details»
Burleson + Company - LinkedIn
Burleson + Company is a leading fee-only wealth management firm, providing a full range of investing, advisory and planning services to a substantial and diversified client base, which …See details»
Burleson & Company
Portfolio Holdings for Burleson & Company. Burleson & Company holds 416 positions in its portfolio as reported in the December 2022 quarterly 13F filingSee details»
Burleson Corporation Competitors | Companies like Burleson …
View Burleson Corporation's top competitors like IBM, Infor, and Microsoft. Microsoft See All Employees Every company has a mission. What's ours? To empower every person and every …See details»
Burleson + Company - Contacts, Employees, Board Members
Venture Capital, Investment ManagementSee details»
Burleson & Company, Llc Portfolio & Current Holdings (Q4 2022 ...
View Burleson & Company, Llc's 13F and latest holdings. Burleson & Company, Llc's total AUM, top 10 holdings, average holding period, and turnover.See details»
What is Burleson + Company? Company Culture, Mission, Values
See what employees say it's like to work at Burleson + Company. Salaries, reviews, and more - all posted by employees working at Burleson + Company.See details»
SEC Says Ex-Advisor's Cherry-Picking Lost Clients $2.8M
Nov 22, 2024 Burleson is the majority owner and principal of formerly registered investment advisor Burleson & Company LLC in Petaluma, Calif. During that period, Burleson allegedly …See details»
SEC charges former $450m RIA owner in cherry-picking scheme
Nov 22, 2024 James Burleson, the founder and primary owner of $450m Petaluma, Calif.-based RIA Burleson & Company, was registered with the SEC from 2006 until he sold the firm’s …See details»
Working at Burleson + Company - Glassdoor
Burleson + Company is a leading fee-only wealth management firm, providing a full range of investing, advisory and planning services to a substantial and diversified client base, which …See details»