Pettee Investors Inc
● SEC registered since 1989CRD 105553SEC# 801-34750Rowayton, CT
Reg. AUM
$191.9M
Employees
6
Accounts
64
Location
Rowayton, CT
Pettee Investors Inc assets under management
Pettee Investors Inc is an investment advisory firm registered with the SEC based in Rowayton, CT. The firm has been registered since 1989. It reports $191.9 million in regulatory assets under management and employs 6 people.
Pettee Investors Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sheila Peck Pettee Control | President/Chief Compliance Officer | Over 75% | 1989 |
| Timothy Platt Pettee | Treasurer | Under 5% | 2022 |
Frequently asked questions
How much does Pettee Investors Inc manage?
Pettee Investors Inc reports $191.9 million in regulatory assets under management on its Form ADV.
How many employees does Pettee Investors Inc have?
Pettee Investors Inc reports 6 employees.
Where is Pettee Investors Inc located?
Pettee Investors Inc is based in Rowayton, CT and has been SEC-registered since 1989.
Does Pettee Investors Inc disclose fund performance?
Pettee Investors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 137 Rowayton Avenue, Suite 430, Rowayton, CT 06853 |
| Phone | 203 9578880 |
| Office hours | 9:00a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$191.9M▼ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$191.9Mregulatory AUM
Discretionary $191.9M