Searle & Co.
Searle & Co. is an SEC-registered wealth manager in Greenwich, CT with $629.9M assets under management (AUM, regulatory AUM), -3% over one year. See who owns Searle & Co.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 13035, SEC 801-68574, data through 2025-12-16.
- AUM (assets under management / regulatory AUM)
- $629.9M (2025-12-16)
- Firm type
- Wealth Manager
- Location
- Greenwich, CT
- Employees
- 13
- Clients
- 127
- CRD
- 13035
- Ownership
- COOK, THADDEUS SAJOUS; SEARLE, ROBERT SOUTHWORTH; PETERS, KAREN LYNN
How much AUM does Searle & Co. have?
Searle & Co. reported $629.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-12-16).
Who owns Searle & Co.?
Disclosed owners and executives of Searle & Co. include COOK, THADDEUS SAJOUS, SEARLE, ROBERT SOUTHWORTH, PETERS, KAREN LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.