CRD: 110506
Saratoga Research & Investment Management
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-29-1995
- Office Locations
- 3
Office Locations
About Saratoga Research & Investment Management
Saratoga Research & Investment Management is an SEC-registered RIA (founded 1995) that builds and manages equity portfolios of high-quality businesses for conservative, long-term investors. The firm runs separately managed accounts for high-net-worth individuals and institutions (retirement accounts, trusts, endowments and foundations) nationwide, and distributes investment models via model-delivery platforms in the U.S. and Canada, with quarterly reports available.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KEVIN PETER TANNER
Chairman, Chief Executive Officer, Chief Investment Officer
- CRD
- #1397749
- Ownership
- 25% but less than 50%
MARC COOK CROSBY
President
- CRD
- #6135326
- Ownership
- 5% but less than 10%
Showing 2 of 6 owners & executives
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Tierney Leigh-McClenahan Bosset
Investor Relations Specialist, Operations Specialist
- CRD
- #6979847
MATTHEW DANIEL CASAS
Portfolio Manager
- CRD
- #6146130
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,466,272,609 | $919,565 |
| Non-Discretionary | $43,041,214 | $742,090 |
| Total | $2,509,313,823 | $915,808 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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