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STEWART & PATTEN CO LLC

LAFAYETTE, CA · CRD 109235 · IAPD ↗ · stewartandpatten.com · 415-421-4932

$1.03BRegulatory AUM
5Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
January 2025 — STEWART & PATTEN CO LLC (LAFAYETTE, CA) left the SEC roster (was $1.03B RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
85
March 2024 — STEWART & PATTEN CO LLC crossed $1B in regulatory AUM ($935.4M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.