Kovitz Investment Group Partners LLC
Nome legal: KOVITZ INVESTMENT GROUP PARTNERS, LLC
Detalhes completos de contato
Kovitz Investment Group Partners LLC
115 S. LASALLE STREET, 27TH FLOOR, CHICAGO, IL
312-334-7300
312-334-7308
Outras informações
A Kovitz Investment Group Partners LLC, uma empresa de responsabilidade limitada de DE, emprega 74 indivíduos, 36 dos quais ocupam posições consultivas. Eles possuem um status SEC aprovado, com data de registro de 24 de dezembro de 2015, embora o número exato de clientes deles permaneça desconhecido.
Kovitz — A value-based wealth management firm.
Kovitz is a wealth management firm with a focus on delivering value across the financial spectrum by adhering to strict investment principles, cultivating a strong team and placing service above all else.
Green Owl Intrinsic Fund
Toggle navigation The Fund Our Approach Performance How To Invest About Us Investment Team News Contact Us Private Owner Mentality The Green Owl Intrinsic Value Fund strives to maximize risk-adjusted returns through the application of our intrinsic value equity selection philosophy. Our diligent inv…
Al Frank
Return to home to www.alfrankfunds.com Al Frank Fund Summary Prospectus Prospectus SAI Semi-Annual Report Annual Report Q1 Holdings Q3 Holdings Summary ProspectusProspectusSAISemi-Annual ReportAnnual ReportQ1 HoldingsQ3 HoldingsAl Frank Fund
The Prudent Speculator - Investment Newsletter
The Prudent Speculator is an investment newsletter run by a team dedicated to finding undervalued stocks and keeping clients on the path to financial success
Kovitz — A value-based wealth management firm.
Kovitz is a wealth management firm with a focus on delivering value across the financial spectrum by adhering to strict investment principles, cultivating a strong team and placing service above all else.
Kovitz — A value-based wealth management firm.
Kovitz is a wealth management firm with a focus on delivering value across the financial spectrum by adhering to strict investment principles, cultivating a strong team and placing service above all else.
Proprietários diretos
-
CAROLYN ELAINE RADEN
VICE PRESIDENT, CHIEF FINANCIAL OFFICER é proprietária menos de 5%
-
FOCUS OPERATING, LLC
MEMBER/MANAGER é proprietária 75% ou mais
-
JOEL DAVIDSON HIRSH
VICE PRESIDENT é proprietária menos de 5%
-
JONATHAN ARI SHAPIRO
VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER é proprietária menos de 5%
-
MARC STUART BRENNER
VICE CHAIRMAN é proprietária menos de 5%
-
MARK CHRISTOPHER ROSLAND
VICE PRESIDENT é proprietária menos de 5%
-
MITCHELL ARMIN KOVITZ
CHIEF EXECUTIVE OFFICER, CHAIRMAN, CO-CHIEF INVESTMENT OFFICER é proprietária menos de 5%
-
PATRICK BENJAMIN WIESE
CHIEF OPERATING OFFICER é proprietária menos de 5%
-
ROBERT ANTHONY CONTRERAS
CO-PRESIDENT, GENERAL COUNSEL, SECRETARY é proprietária menos de 5%
-
STEVEN ERIC HENGST
CHIEF COMPLIANCE OFFICER é proprietária menos de 5%
-
THEODORE JAY RUPP
CO-PRESIDENT é proprietária menos de 5%
Proprietários Indiretos
-
FOCUS FINANCIAL PARTNERS INC.
MEMBER é proprietária 75% ou mais
-
FOCUS FINANCIAL PARTNERS, LLC
MEMBER é proprietária 75% ou mais
Prime Brokers
-
COWEN EXECUTION SERVICES LLC
Estados Unidos
Empresas localizadas nas proximidades
Principais Participações
- Berkshire Hathaway, Inc. $146,555k
- Apple Inc $137,802k
- CARMAX INC $98,809k
- CBS CORPORATION $93,721k
- DISNEY WALT CO $68,977k
- AMERCO $66,055k
- Bank of America Corp. $60,525k
- CITIGROUP INC $55,792k
- American Express Co. $49,951k
- ANALOG DEVICES INC $49,499k