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Natural Investments Pbllc

● SEC registered since 2005CRD 113348SEC# 801-63874
Export (members)
Reg. AUM
$2.05B
Employees
24
Accounts
4,846
Location

Natural Investments Pbllc assets under management

Natural Investments Pbllc is an SEC-registered investment adviser. The firm has been registered since 2005. It reports $2 billion in regulatory assets under management and employs 24 people.

Natural Investments Pbllc owners & executives

10 reported
NameTitleOwnershipSince
Christopher James PeckChief Compliance Officer And ManagerUnder 5%2007
Michael A KramerManagerUnder 5%2007
Natural Investments Purpose Trust ControlOwnerOver 75%2023
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Frequently asked questions

How much does Natural Investments Pbllc manage?

Natural Investments Pbllc reports $2 billion in regulatory assets under management on its Form ADV.

How many employees does Natural Investments Pbllc have?

Natural Investments Pbllc reports 24 employees.

Does Natural Investments Pbllc disclose fund performance?

Natural Investments Pbllc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone707-758-0171
Office hoursBy Appointment
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.05B▲ 4%
Feb '25 — $1.97BMar '25 — $1.97BApr '25 — $1.97BMay '25 — $1.97BJun '25 — $1.97BJul '25 — $1.97BAug '25 — $1.97BSep '25 — $1.97BOct '25 — $1.97BNov '25 — $1.97BDec '25 — $1.97BJan '26 — $1.97BFeb '26 — $2.05BMar '26 — $2.05BApr '26 — $2.05BMay '26 — $2.05BJun '26 — $2.05B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers

Assets under management

$2.05Bregulatory AUM
Discretionary $2.04BNon-discretionary $9.5M