Batchelder & Partners, Inc. (San Diego)

Name: Batchelder & Partners, Inc.
Address: 11975 El Camino Real, San Diego, CA, 92130
Telephone: 858-704-3300

Batchelder & Partners, Inc. is a large advisory firm based in San Diego. It manages $606.32 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Batchelder & Partners provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Batchelder & Partners: assets under management

The assets under management (AUM) of Batchelder & Partners, Inc. is $606.32 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $606.32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $40.42 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Batchelder & Partners, Inc. for their services and products based on fixed fees and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Batchelder & Partners, Inc.

Batchelder & Partners, Inc. is owned by Ralph Victor Whitworth. David Harry Batchelder has been acting as President since 1 Jan 1996. Joel Leston Reed joined the executive team most recently as the President/Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Harry Batchelder	Chairman/ceo/director	1 Jan 1996	25% - 50%	1977595
Joel Leston Reed	President/director	1 Jan 1996	25% - 50%	2741412
James Jeffery Zehentbauer	Cfo/vp/director	1 Jan 1996	Other	1977600
Ralph Victor Whitworth	Owner	1 Jan 1997	Other	xxx-xx-xxxx

Based in San Diego

The principal office where Batchelder & Partners, Inc. performs its advisory services is located at 11975 El Camino Real, San Diego, CA 92130, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-704-3300 or by fax 858-704-3340. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.batchco.com.