Chief Executive Officer and Chief Compliance Officer · Blume Capital Management, Inc.
Jeffrey V. St. Claire
CRD 3119309 · Named on Form ADV at one SEC-registered adviser
At a glance
Blume Capital Management, Inc., an SEC-registered wealth manager based in Berkeley, CA with $857 million in regulatory assets, lists Jeffrey V. St. Claire on its Form ADV as Chief Executive Officer and Chief Compliance Officer, a control person.
Firms and roles
- Blume Capital Management, Inc.Chief Executive Officer and Chief Compliance OfficerWealth manager · Berkeley, CA · $857M in regulatory assets
AtlasMembers
Jeffrey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- James B. BlumeChairman, Blume Capital Management, Inc.
- Peter B. ReidenbachPresident and Chief Investment Officer, Blume Capital Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.