ADVISER INVESTMENTS LLC

https://twitter.com/jdemasoadviser?lang=en NEWTON, MA Investment Advisor How do I update this listing?

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Adviser Investments is based out of Newton. Adviser Investments is a large advisory firm with 3813 clients and discretionary assets under management (AUM) of $5,836,032,941 (Form ADV from 2019-10-01). Their last reported 13F filing for Q3 2020 included $950,672,000 in managed 13F securities and a top 10 holdings concentration of 46.47%. Adviser Investments's largest holding is iShares Core S&P 500 ETF with shares held of 230,626. Adviser Investments has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 16 13F filings

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09/30/2020

13F Activity

  • Market Value $950.672 Million
  • Prior Market Value $818.02 Million
  • New Purchases24 stocks
  • Additional Purchases87 stocks
  • Sold out of23 stocks
  • Reduced holdings in74 stocks
  • Top 10 Holdings % 46.47 %
  • Turnover % [1]:22.17%
  • Turnover Alt % [2]: 21.84 %
  • Time Held Top20:4.90 quarters
  • Time Held Top10:5.80 quarters
  • Time Held All:9.46 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-11-16

Performance for Q3 2020: 4.45%
Performance Last 4 Quarters: 7.64%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

ADVISER INVESTMENTS
85 WELLS AVENUE SUITE 109
NEWTON MA    02459
Country: United States

Business Phone: 617-321-2200
Fax: 617-321-2210
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 91
Other Business Activities: ,SIGNAL AND MODEL PORTFOLIO PROVIDER
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,MODEL PROVIDER FEE
Amount of client funds and securities: 1,353,240,000
Total Number of Clients: 3813
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (2)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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ADVISER INVESTMENTS LLC

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
WIENER, DANIEL, PHILIP MEMBER/CHAIRMAN BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05
SILVER, DANIEL, FITZSIMMONS CEO/PRESIDENT/MEMBER/BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR, TREASURER direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER/CHIEF COMPLIANCE OFFICER direct 2010-12-01
ADVISER INVESTMENTS LLC PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC VP/DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR direct 1994-07-01 2009-03-11
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01 2011-04-04
ADVISER INVESTMENTS MEMBER 12/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC MEMBER direct 2010-12-01
ADVISER INVESTMENTS ACQUISITION CO LLC MEMBER indirect 2010-12-01
LOWELL, JAMES, HALE CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC CHIEF INVESTMENT STRATEGIST direct 1999-09-01
CORESHARES CAPITAL, LLC CHAIRMAN indirect 2007-02-01
ADVISER INVESTMENTS ACQUISITION CO LLC CHIEF INVESTMENT OFFICER/ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01 2011-04-04
O'Hara, Timothy, Joseph CHIEF COMPLIANCE OFFICER & COUNSEL 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CHIEF COMPLIANCE OFFICER & COUNSEL direct 2018-11-01
WIENER, DANIEL, PHILIP MAJORITY SHAREHOLDER ADVISER INVESTMENTS 07/01/1994 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05

ADVISER INVESTMENTS LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

ADVISER INVESTMENTS LLC

ownership team - last updated 2019-06-05
Name Title Start Date Direct/Indirect % Ownership
WIENER, DANIEL, PHILIP MEMBER/CHAIRMAN BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05
SILVER, DANIEL, FITZSIMMONS CEO/PRESIDENT/MEMBER/BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR, TREASURER direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER/CHIEF COMPLIANCE OFFICER direct 2010-12-01
ADVISER INVESTMENTS LLC PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC VP/DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR direct 1994-07-01 2009-03-11
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01 2011-04-04
ADVISER INVESTMENTS MEMBER 12/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC MEMBER direct 2010-12-01
ADVISER INVESTMENTS ACQUISITION CO LLC MEMBER indirect 2010-12-01
LOWELL, JAMES, HALE CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC CHIEF INVESTMENT STRATEGIST direct 1999-09-01
CORESHARES CAPITAL, LLC CHAIRMAN indirect 2007-02-01
ADVISER INVESTMENTS ACQUISITION CO LLC CHIEF INVESTMENT OFFICER/ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01 2011-04-04
O'Hara, Timothy, Joseph CHIEF COMPLIANCE OFFICER & COUNSEL 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CHIEF COMPLIANCE OFFICER & COUNSEL direct 2018-11-01
WIENER, DANIEL, PHILIP MAJORITY SHAREHOLDER ADVISER INVESTMENTS 07/01/1994 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05

ADVISER INVESTMENTS LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
WIENER, DANIEL, PHILIP MEMBER/CHAIRMAN BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05
SILVER, DANIEL, FITZSIMMONS CEO/PRESIDENT/MEMBER/BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR, TREASURER direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER/CHIEF COMPLIANCE OFFICER direct 2010-12-01
ADVISER INVESTMENTS LLC PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC VP/DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR direct 1994-07-01 2009-03-11
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01 2011-04-04
ADVISER INVESTMENTS MEMBER 12/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC MEMBER direct 2010-12-01
ADVISER INVESTMENTS ACQUISITION CO LLC MEMBER indirect 2010-12-01
LOWELL, JAMES, HALE CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC CHIEF INVESTMENT STRATEGIST direct 1999-09-01
CORESHARES CAPITAL, LLC CHAIRMAN indirect 2007-02-01
ADVISER INVESTMENTS ACQUISITION CO LLC CHIEF INVESTMENT OFFICER/ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01 2011-04-04
O'Hara, Timothy, Joseph CHIEF COMPLIANCE OFFICER & COUNSEL 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CHIEF COMPLIANCE OFFICER & COUNSEL direct 2018-11-01
WIENER, DANIEL, PHILIP MAJORITY SHAREHOLDER ADVISER INVESTMENTS 07/01/1994 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05

ADVISER INVESTMENTS LLC

ownership team - last updated 2018-11-26
Name Title Start Date Direct/Indirect % Ownership
WIENER, DANIEL, PHILIP MEMBER/CHAIRMAN BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05
SILVER, DANIEL, FITZSIMMONS CEO/PRESIDENT/MEMBER/BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR, TREASURER direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER/CHIEF COMPLIANCE OFFICER direct 2010-12-01
ADVISER INVESTMENTS LLC PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC VP/DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR direct 1994-07-01 2009-03-11
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01 2011-04-04
ADVISER INVESTMENTS MEMBER 12/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC MEMBER direct 2010-12-01
ADVISER INVESTMENTS ACQUISITION CO LLC MEMBER indirect 2010-12-01
LOWELL, JAMES, HALE CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC CHIEF INVESTMENT STRATEGIST direct 1999-09-01
CORESHARES CAPITAL, LLC CHAIRMAN indirect 2007-02-01
ADVISER INVESTMENTS ACQUISITION CO LLC CHIEF INVESTMENT OFFICER/ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01 2011-04-04
O'Hara, Timothy, Joseph CHIEF COMPLIANCE OFFICER & COUNSEL 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CHIEF COMPLIANCE OFFICER & COUNSEL direct 2018-11-01
WIENER, DANIEL, PHILIP MAJORITY SHAREHOLDER ADVISER INVESTMENTS 07/01/1994 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05

ADVISER INVESTMENTS LLC

ownership team - last updated 2018-04-11
Name Title Start Date Direct/Indirect % Ownership
WIENER, DANIEL, PHILIP MEMBER/CHAIRMAN BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05
SILVER, DANIEL, FITZSIMMONS CEO/PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR, TREASURER direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER/CHIEF COMPLIANCE OFFICER direct 2010-12-01
ADVISER INVESTMENTS LLC PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC VP/DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR direct 1994-07-01 2009-03-11
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01 2011-04-04
ADVISER INVESTMENTS MEMBER 12/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC MEMBER direct 2010-12-01
ADVISER INVESTMENTS ACQUISITION CO LLC MEMBER indirect 2010-12-01
LOWELL, JAMES, HALE CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC CHIEF INVESTMENT STRATEGIST direct 1999-09-01
CORESHARES CAPITAL, LLC CHAIRMAN indirect 2007-02-01
ADVISER INVESTMENTS ACQUISITION CO LLC CHIEF INVESTMENT OFFICER/ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01 2011-04-04
WIENER, DANIEL, PHILIP MAJORITY SHAREHOLDER ADVISER INVESTMENTS 07/01/1994 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05

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