# Saratoga Research & Investment Management

Saratoga Research & Investment Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/saratoga-rim

## Regulatory record

- **CRD number:** 110506
- **SEC file number:** 801-57695
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-06T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110506

## About

SARATOGA RESEARCH & INVESTMENT MANAGEMENT is an SEC-registered investment adviser in SARATOGA, CA, registered since 2000. The firm manages $2.5 billion in regulatory assets, $2.5 billion on a discretionary basis. It has 21 employees and 12 investment advisers.

## Questions

### What is Saratoga Research & Investment Management's primary investment strategy?

The firm's investment strategy cannot be determined from public record. It has not published details on asset allocation, sector focus, or investment stages. Without a disclosed track record, the strategy remains strictly private.

### Who runs investment decisions at Saratoga Research & Investment Management?

No principals or investment decision-makers have been identified through public filings, press coverage, or digital professional profiles. The firm operates without a known leadership structure accessible to external parties.

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Last updated: 2026-07-06T01:24:25.008Z

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