| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 12/16/2024 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 18 -5.26% |
| of those in investment advisory functions | 8 |
| Registration | SEC, Approved, 04/02/1990 |
| AUM* | 5,149,278,896 72.94% |
| of that, discretionary | 5,149,278,896 72.94% |
| Private Fund GAV* | 0 |
| Avg Account Size | 302,898,759 72.94% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 415 xxxxxxx |
| Websites |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker109641100 | Stock NameBrinker International Inc | $ Position$104,158,608 | % Position3.00% | $ Change24.00% | # Change2.00% |
| Stck Ticker902681105 | Stock NameUGI Corp | $ Position$82,671,652 | % Position3.00% | $ Change15.00% | # Change5.00% |
| Stck Ticker70614W100 | Stock NamePeloton Interactive Inc | $ Position$55,796,212 | % Position2.00% | $ Change-1.00% | # Change-10.00% |
| Stck Ticker737446104 | Stock NamePost Holdings Inc | $ Position$53,926,238 | % Position2.00% | $ Change2.00% | # Change9.00% |
| Stck Ticker75737F108 | Stock NameRedfin Corp | $ Position$46,785,390 | % Position2.00% | $ Change9.00% | # Change-10.00% |
| Stck Ticker457187102 | Stock NameIngredion Inc | $ Position$47,426,314 | % Position2.00% | $ Change-10.00% | # Change-10.00% |
| Stck Ticker267475101 | Stock NameDycom Industries Inc | $ Position$57,847,113 | % Position2.00% | $ Change44.00% | # Change-10.00% |
| Stck Ticker534187109 | Stock NameLincoln National Corp | $ Position$48,509,200 | % Position2.00% | $ Change-13.00% | # Change-10.00% |
| Stck Ticker577081102 | Stock NameMattel Inc | $ Position$48,578,248 | % Position2.00% | $ Change-9.00% | # Change-10.00% |
| Stck Ticker687793109 | Stock NameOscar Health Inc | $ Position$61,569,248 | % Position2.00% | $ Change23.00% | # Change-25.00% |