Company Name:
LATEEF INVESTMENT MANAGEMENT, LP.
Alternative Name:
TRAN CAPITAL MANAGEMENT, L.P.
Address:
SUITE 800, 1000 4TH ST, SAN RAFAEL CA 94901
CRD Number:
107049
SEC Number:
801-9747
Financial Regulator:
SEC/ FINRA
Website:
http://www.trancapital.com
Registration started
Ended
1987
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2019
CDR: 4590020
LARRY FRAGER
started on 1987-09-22
CDR: 3175257
SCOTT CHAPMAN
started on 1997-07-08
CDR: 732037
JOHN SHEPHERD
started on 2011-05-24
CDR: 3229236
JACQUELYN MUSGRAVE
started on 2011-07-11
CDR: 3229236
JACQUELYN MUSGRAVE
ended on 2012-01-05
CDR: 4912854
MARGARET PIERATTINI
MARGARET A. REYNOLDS
started on 2013-12-10
CDR: 3109543
ROBERT FLORA
BOB FLORA Robert W Flora
started on 2013-11-27
CDR: 6102281
SETH VEGA
started on 2013-07-15
CDR: 2326496
MATTHEW SAUER
MATTHEW SAUER
started on 2013-08-30
CDR: 2808598
QUOC TRAN
started on 2013-08-28
CDR: 3175257
SCOTT CHAPMAN
ended on 2013-11-26
CDR: 732037
JOHN SHEPHERD
ended on 2013-06-14
CDR: 6223266
JESSICA TAKEUCHI
started on 2014-02-26
CDR: 2698000
MICHELE SINE
MICHELE C LYFORD MICHELE CHRISTINE LYFORD
started on 2014-06-24
CDR: 4761735
JENNIFER SOLM
started on 2014-05-01
CDR: 6223266
JESSICA TAKEUCHI
ended on 2014-10-14
CDR: 6102281
SETH VEGA
ended on 2014-09-22
CDR: 2859297
DAVID GEISLER
started on 2015-03-10
CDR: 2264641
ERIC WINTERHALTER
started on 2015-02-26
CDR: 2698000
MICHELE SINE
MICHELE C LYFORD MICHELE CHRISTINE LYFORD
ended on 2015-03-11
CDR: 4761735
JENNIFER SOLM
ended on 2015-03-12
CDR: 1615263
KATHLEEN VAN DER WAL
KATHLEEN MARY MCLAUGHLIN KATIE MCLAUGHLIN KATHLEEN MCLAUGHLIN VAN DER WAL KATHLEEN MCLAUGHLIN VAN DER WAL
started on 2016-08-02
CDR: 5085296
Tiffany Pope
TIFFANY MELINDA POPE Tiffany Pope
started on 2016-08-02
CDR: 2326496
MATTHEW SAUER
MATTHEW SAUER
ended on 2016-06-07
CDR: 4912854
MARGARET PIERATTINI
MARGARET A. REYNOLDS
ended on 2016-03-04
CDR: 3109543
ROBERT FLORA
BOB FLORA Robert W Flora
ended on 2016-12-15
CDR: 5085296
Tiffany Pope
TIFFANY MELINDA POPE Tiffany Pope
ended on 2016-12-15
CDR: 2859297
DAVID GEISLER
ended on 2017-01-26
CDR: 4590020
LARRY FRAGER
ended on 2017-01-26
CDR: 1615263
KATHLEEN VAN DER WAL
KATHLEEN MARY MCLAUGHLIN KATIE MCLAUGHLIN KATHLEEN MCLAUGHLIN VAN DER WAL KATHLEEN MCLAUGHLIN VAN DER WAL
ended on 2018-06-05
CDR: 6250353
DAN DIXON
started on 2019-06-03
CDR: 7093313
bradley uzelac
brad wells uzelac
started on 2019-05-01
CDR: 451590
ROLAND UNDERHILL
started on 2019-06-07
CDR: 6250353
DAN DIXON
ended on 2019-11-01
CDR: 7093313
bradley uzelac
brad wells uzelac
ended on 2019-10-02



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