Attentive Investments, LLC
● SEC registered since 2021CRD 315478SEC# 801-121822Stockton, CA
Reg. AUM
$197.5M
Employees
5
Accounts
1,079
Location
Stockton, CA
Attentive Investments, LLC assets under management
Attentive Investments, LLC operates as an SEC-registered investment adviser based in Stockton, CA. The firm has been registered since 2021. It reports $197.5 million in regulatory assets under management and employs 5 people.
Attentive Investments, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Athena Kaulana Stone Control | President & Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Attentive Investments, LLC manage?
Attentive Investments, LLC reports $197.5 million in regulatory assets under management on its Form ADV.
How many employees does Attentive Investments, LLC have?
Attentive Investments, LLC reports 5 employees.
Where is Attentive Investments, LLC located?
Attentive Investments, LLC is based in Stockton, CA and has been SEC-registered since 2021.
Does Attentive Investments, LLC disclose fund performance?
Attentive Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5345 N el Dorado St., Suite 5, Stockton, CA 95207 |
| Phone | 209-636-4931 |
| Fax | (209) 370-9095 |
| Office hours | 8:00 a.m. - 4:00 p.m., 8:00 a.m. - 1:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$197.5M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$197.5Mregulatory AUM
Discretionary $189.5MNon-discretionary $8M