Maloon, Powers, Pitre, Higgins & Dennehy, LLC
● SEC registered since 1998CRD 110152SEC# 801-55273San Ramon, CA
Reg. AUM
$2.26B
Employees
14
Accounts
3,547
Location
San Ramon, CA
Maloon, Powers, Pitre, Higgins & Dennehy, LLC assets under management
Maloon, Powers, Pitre, Higgins & Dennehy, LLC is an SEC-registered investment adviser based in San Ramon, CA. The firm has been registered since 1998. It reports $2.3 billion in regulatory assets under management and employs 14 people.
Maloon, Powers, Pitre, Higgins & Dennehy, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alicia Minyen | Chief Compliance Officer | Under 5% | 2026 |
| Maegan E Pollard Control | Chief Operations Officer | Under 5% | 2025 |
| Mark Anthony Pitre Control | Member | 10-25% | 1998 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Maloon, Powers, Pitre, Higgins & Dennehy, LLC manage?
Maloon, Powers, Pitre, Higgins & Dennehy, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Maloon, Powers, Pitre, Higgins & Dennehy, LLC have?
Maloon, Powers, Pitre, Higgins & Dennehy, LLC reports 14 employees.
Where is Maloon, Powers, Pitre, Higgins & Dennehy, LLC located?
Maloon, Powers, Pitre, Higgins & Dennehy, LLC is based in San Ramon, CA and has been SEC-registered since 1998.
Does Maloon, Powers, Pitre, Higgins & Dennehy, LLC disclose fund performance?
Maloon, Powers, Pitre, Higgins & Dennehy, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12657 Alcosta Blvd, Suite 470, San Ramon, CA 94583 |
| Phone | 925.275.1000 |
| Fax | 925.275.9109 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.26B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$2.26Bregulatory AUM
Discretionary $2.01BNon-discretionary $252.9M