Key facts
- Saratoga Research & Investment Management is a hedge fund based in Saratoga, California.
- Saratoga Research & Investment Management reports $9.7M in regulatory assets under management, per its SEC Form ADV (2026-04).
About Saratoga Research & Investment Management
Founded in 1995
Registered with the SEC
Form ADV · 2026-04 · CRD 110506- Regulatory AUM
- $9.7M
- Private fund assets
- —
- Private funds
- —
- Staff
- 21
- Registered office
- SARATOGA, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SARATOGA RESEARCH & INVESTMENT MANAGEMENT).
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Portfolio
Portfolio — not yet on record
No portfolio companies for Saratoga Research & Investment Management are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is Saratoga Research & Investment Management's AUM?
- Saratoga Research & Investment Management manages approximately $9.7M in assets.