サインイン 無料でサインアップします。

Blaylock Robert Van, LLC (Oakland)


Blaylock Robert Van, LLC is an adviser based in Oakland. It manages $15 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California and New York.

Logo

Blaylock Robert Van provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Blaylock Robert Van: assets under management

The assets under management (AUM) of Blaylock Robert Van, LLC is $15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $652.17 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blaylock Robert Van, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Eric Van Standifer Shareholder 1 Nov 1991 50% - 75% 1025776
Ronald Edward Blaylock Shareholder; ceo; chairman; president 1 Nov 1993 75% - 100% 1447520
Ronald Edward Blaylock Limited partner 1 Dec 1993 75% - 100% 1447520
Inc. Blaylock & Co. General partner 1 Dec 1993 Other 22-3269564
Blaylock General L.P. Shareholder 1 Mar 2005 75% - 100% 22-3270103

Based in Oakland

The principal office where Blaylock Robert Van, LLC performs its advisory services is located at 350 Frank H. Ogawa Plaza, Oakland, CA 94612, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 510-208-6101 or by fax 510-625-1065. The normal business hours are 9:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.brv-llc.com.


Registered investment advisers similar to Blaylock Robert Van, LLC