Searle & Co.
● SEC registered since 2007CRD 13035SEC# 801-68574Greenwich, CT
Reg. AUM
$629.9M
Employees
13
Accounts
129
Location
Greenwich, CT
Searle & Co. assets under management
Searle & Co. is a registered investment adviser overseen by the SEC based in Greenwich, CT. The firm has been registered since 2007. It reports $629.9 million in regulatory assets under management and employs 13 people.
Searle & Co. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Karen Lynn Peters | Fin Op | Under 5% | 1991 |
| Robert Southworth Searle Control | President/Chief Compliance Officer, Cfo | Over 75% | 1982 |
| Thaddeus Sajous Cook | Vice President | Under 5% | 1991 |
Frequently asked questions
How much does Searle & Co. manage?
Searle & Co. reports $629.9 million in regulatory assets under management on its Form ADV.
How many employees does Searle & Co. have?
Searle & Co. reports 13 employees.
Where is Searle & Co. located?
Searle & Co. is based in Greenwich, CT and has been SEC-registered since 2007.
Does Searle & Co. disclose fund performance?
Searle & Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 333 Greenwich Avenue, Greenwich, CT 06830 |
| Phone | 203-869-4800 |
| Fax | 203-661-2310 |
| Office hours | 8:30 a.m. To 5:00 p.m. Est |
| SEC region | Boston Regional Office (BRO) |
| CIK | 710127 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$629.9M▼ 3%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$629.9Mregulatory AUM
Discretionary $601.1MNon-discretionary $28.8M