SARATOGA RESEARCH & INVESTMENT MANAGEMENT
SEC Form ADV profile.
Total regulatory AUM
$2,509,313,823
Discretionary
$2,466,272,609
Non-discretionary
$43,041,214
Firm details
- CRD number
- 110506
- SEC file number
- 801-57695
- Main office
- SARATOGA, CA, United States
- Employees
- 21
- SEC status
- Approved
- Website
- HTTPS://WWW.SARATOGARIM.COM
- Fee structure
-
Percentage of AUM
As of October 2026.