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Stevens First Principles Investment Advisors Info

Stevens First Principles Investment Advisors info

Stevens First Principles Investment Advisors (SEC CIK 1388076) first filed with the SEC on 2007-02-14 (Form 13F-HR) and has filed 43 times since, including 43 Form 13F-HR quarterly holdings reports. It is organized in CA and registered at 4100 NEWPORT PLACE DRIVE, SUITE 250, NEWPORT BEACH, CA, 92660.

  • Name: Value Stevens First Principles Investment Advisors.
  • SEC CIK: Value 1388076.
  • State of organization: Value CA.
  • Business address: Value 4100 NEWPORT PLACE DRIVE, SUITE 250, NEWPORT BEACH, CA, 92660.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameStevens First Principles Investment Advisors
SEC CIK1388076
State of organizationCA
Business address4100 NEWPORT PLACE DRIVE, SUITE 250, NEWPORT BEACH, CA, 92660
Mailing address4100 NEWPORT PLACE DRIVE, SUITE 250, NEWPORT BEACH, CA, 92660
Phone(949) 251-9333
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2007-02-14 (Form 13F-HR)
Latest SEC filing2019-07-22 (Form 13F-HR)
Filings on EDGAR43
First Form 13F-HR2007-02-14 (quarter ended 2006-12-31)
Latest Form 13F-HR2019-07-22 (quarter ended 2019-06-30)
Form 13F-HR filings43

Filings by Form

FormFilingsLatest
13F-HR432019-07-22

Filings by Year

YearFilingsForm 13F-HR
201933
201844
201744
201644
201544
201444
201344
201244
201144
200844
200744

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