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Atherton Lane Advisers, LLC

Atherton Lane Advisers, LLC
Atherton Lane Advisers, LLC is a RIA based in Menlo Park, CA with $2B in AUM and with 4 advisors nationwide.

Advisors (4)

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Name Start Date
Gary Robert Patterson Apr 2010
Janet King Littlefield Feb 2005
Perry Vaughn Olson Apr 2010
William Edward Mcdonnell Sep 2008
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$2.3B
Total Assets
691
Accounts
$3.3M
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Perry Vaughn Olson Managing Member 02/01/2005
Janet King Littlefield Managing Member 02/01/2005
Gary Robert Patterson Managing Member 02/01/2005
William Edward Mcdonnell Chief Compliance Officer 09/01/2008

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
3000 Sand Hill Road
Menlo Park , CA 94025
Phone Number: 650-233-1200
Other Offices Address City State Zip
735 State Street Santa Barbara CA 93101

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Other: A FLAT ANNUAL RETAINER FEE