Contractor
Kaspick & Company
2 customers • 15 returns • Latest tax year 2023 • Redwood Shores, CA
Investment AdvisorInvestment Management
Customers
2
Returns
15
Total Compensation
$5,886,366
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| California Polytechnic State University | 20-4927897 | 10 | 2023 | Investment Advisor | $5,180,303 |
| Tufts University Employee Benefit Trust | 04-3236078 | 5 | 2018 | Investment Management | $706,063 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2023 | California Polytechnic State University | 990 | Investment Advisor | 203 REDWOOD SHORES PARKWAY SUITE 3, Redwood Shores, CA 94065 | $559,679 | View return |
| 2022 | California Polytechnic State University | 990 | Investment Advisor | 203 REDWOOD SHORES PARKWAY SUITE 3, Redwood Shores, CA 94065 | $488,327 | View return |
| 2021 | California Polytechnic State University | 990 | Investment Advisor | 203 REDWOOD SHORES PARKWAY SUITE 3, Redwood Shores, CA 94065 | $526,655 | View return |
| 2020 | California Polytechnic State University | 990 | Investment Advisor | 203 REDWOOD SHORES PARKWAY SUITE 3, Redwood Shores, CA 94065 | $520,208 | View return |
| 2019 | California Polytechnic State University | 990 | Investment Advisor | 203 REDWOOD SHORES PARKWAY SUITE 3, Redwood Shores, CA 94065 | $454,450 | View return |
| 2018 | California Polytechnic State University | 990 | Investment Advisor | 203 REDWOOD SHORES PARKWAY SUITE 3, Redwood Shores, CA 94065 | $530,937 | View return |
| 2018 | Tufts University Employee Benefit Trust | 990 | Investment Management | 203 REDWOOD SHORES PARKWAY, SUITE 300, Redwood Shores, CA 94065 | $117,416 | View return |
| 2017 | California Polytechnic State University | 990 | Investment Advisor | 203 REDWOOD SHORES PARKWAY SUITE 3, Redwood Shores, CA 94065 | $544,322 | View return |
| 2017 | Tufts University Employee Benefit Trust | 990 | Investment Management | 203 REDWOOD SHORES PARKWAY, SUITE 300, Redwood Shores, CA 94065 | $133,045 | View return |
| 2016 | California Polytechnic State University | 990 | Investment Advisor | 203 REDWOOD SHORES PARKWAY SUITE 3, Redwood Shores, CA 94065 | $564,151 | View return |
| 2016 | Tufts University Employee Benefit Trust | 990 | Investment Management | 203 REDWOOD SHORES PARKWAY, SUITE 300, Redwood Shores, CA 94065 | $151,822 | View return |
| 2015 | California Polytechnic State University | 990 | Investment Advisor | 203 REDWOOD SHORES PARKWAY SUITE 3, Redwood Shores, CA 94065 | $481,878 | View return |
| 2015 | Tufts University Employee Benefit Trust | 990 | Investment Management | 203 REDWOOD SHORES PARKWAY, SUITE 300, Redwood Shores, CA 94065 | $146,900 | View return |
| 2014 | California Polytechnic State University | 990 | Investment Advisor | 203 REDWOOD SHORES PARKWAY SUITE 3, Redwood Shores, CA 94065 | $509,696 | View return |
| 2014 | Tufts University Employee Benefit Trust | 990 | Investment Management | 203 REDWOOD SHORES PARKWAY, SUITE 300, Redwood Shores, CA 94065 | $156,880 | View return |