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Atherton Lane Advisers

Atherton Lane Advisers?uq=UG6efJS6
2005 FOUNDED
M&A STATUS
21-30 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of investment management and investment advisory services. The company provides tax planning, wealth management and investment counseling services to private clients through individually designed investment portfolios that are broadly diversified across asset classes and within asset sectors.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Accounting, Audit and Tax Services (B2C)
Accounting, Audit and Tax Services (B2B)
Parent Company
Primary Office
  • 3000 Sand Hill Road
  • Building 1 - Suite 170
  • Menlo Park, CA 94025
  • United States

Atherton Lane Advisers Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Atherton Lane Advisers Executive Team (4)

Name Title Board
Seat
Contact
Info
Gary Patterson Co-Founder, Joint Managing Director, Member of Investment Committee & Principal
Janet Littlefield Co-Founder, Joint Managing Director, Member of Investment Committee & Principal
Perry Olson JD Co-Founder, Joint Managing Director, Member of Investment Committee & Principal
Bill McDonnell JD Chief Compliance Officer