ADVISORS CAPITAL MANAGEMENT, LLC

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Advisors Capital Management is based out of Ridgewood. Advisors Capital Management is a large advisory firm with 5125 clients and discretionary assets under management (AUM) of $2,069,137,252 (Form ADV from 2019-03-30). Their last reported 13F filing for Q2 2019 included $1,682,678,000 in managed 13F securities and a top 10 holdings concentration of 19.12%. Advisors Capital Management's largest holding is Broadcom Ltd. (Avago Technologies) with shares held of 186,166. Advisors Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 61 13F filings

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68

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $1.683 Billion
  • Prior Market Value $1.605 Billion
  • New Purchases25 stocks
  • Additional Purchases196 stocks
  • Sold out of11 stocks
  • Reduced holdings in47 stocks
  • Top 10 Holdings % 19.12 %
  • Turnover % [1]:13.19%
  • Turnover Alt % [2]: 9.47 %
  • Time Held Top20:7.45 quarters
  • Time Held Top10:5.20 quarters
  • Time Held All:10.38 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: 4.65%
Performance Last 4 Quarters: 7.15%
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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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR/A (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR/A (Subscription required)
  • 2015-06-30 - 13F-HR/A (Subscription required)
  • 2015-06-30 - 13F-HR/A (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR/A (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

ADVISORS CAPITAL MANAGEMENT, LLC
10 WILSEY SQUARE SUITE 200
RIDGEWOOD NJ    07450
Country: United States

Business Phone: 201-447-3400
Fax: 201-857-4099
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 28
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities: 8,593,510
Total Number of Clients: 5125
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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ADVISORS CAPITAL MANAGEMENT, LLC

ownership team - last updated 2019-03-30
Name Title Start Date Direct/Indirect % Ownership
LIEBERMAN, CHARLES MANAGING MEMBER, CHIEF INVESTMENT OFFICER 12/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2002-12-01
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CHIEF INVESTMENT OFFICER direct 2002-12-01
ADVISORS FINANCIAL CENTER, L.L.C. MANAGING MEMBER direct 2002-12-01
ADVISORS CAPITAL MANAGEMENT, LLC TRUSTOR indirect 2013-01-01
LIEBERMAN ASSET MANAGEMENT, LLC. MANAGING MEMBER direct 1999-11-01
KERN, KEVIN, GIRARD MANAGING MEMBER 12/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ADVISORS FINANCIAL CENTER, L.L.C. MANAGING MEMBER direct 2002-12-01
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2002-12-01
LIEBERMAN, MICHAEL, STEVEN MANAGING MEMBER 12/01/2004 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ADVISORS CAPITAL MANAGEMENT, LLC VICE PRESIDENT direct 2004-12-01
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER direct 2004-12-01
LIEBERMAN, DAVID, JONATHAN MANAGING MEMBER 06/01/2005 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ADVISORS CAPITAL MANAGEMENT, LLC PORTFOLIO MANAGER direct 2005-06-01
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER direct 2005-06-01
ADVISORS CAPITAL MANAGEMENT, LLC OWNER direct 2005-06-01
LIEBERMAN, JEREMY, ALAN MANAGING MEMBER 09/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ADVISORS CAPITAL MANAGEMENT, LLC OWNER direct 2006-12-01
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER direct 2015-09-01
ACM HOLDING TRUST OWNER 01/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ADVISORS CAPITAL MANAGEMENT, LLC OWNER direct 2013-01-01
CULLEN, JAMES, MICHAEL CHIEF COMPLIANCE OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISORS CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2017-06-01
HARWOOD ADVISORY GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2017-06-01
FIDUCIARY ALLIANCE LLC CHIEF COMPLIANCE OFFICER direct 2017-02-01
LIEBERMAN, CHARLES TRUSTOR ACM HOLDING TRUST 01/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2002-12-01
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CHIEF INVESTMENT OFFICER direct 2002-12-01
ADVISORS FINANCIAL CENTER, L.L.C. MANAGING MEMBER direct 2002-12-01
ADVISORS CAPITAL MANAGEMENT, LLC TRUSTOR indirect 2013-01-01
LIEBERMAN ASSET MANAGEMENT, LLC. MANAGING MEMBER direct 1999-11-01

ADVISORS CAPITAL MANAGEMENT, LLC

ownership team - last updated 2018-11-08
Name Title Start Date Direct/Indirect % Ownership
LIEBERMAN, CHARLES MANAGING MEMBER, CHIEF INVESTMENT OFFICER 12/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2002-12-01
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CHIEF INVESTMENT OFFICER direct 2002-12-01
ADVISORS FINANCIAL CENTER, L.L.C. MANAGING MEMBER direct 2002-12-01
ADVISORS CAPITAL MANAGEMENT, LLC TRUSTOR indirect 2013-01-01
LIEBERMAN ASSET MANAGEMENT, LLC. MANAGING MEMBER direct 1999-11-01
KERN, KEVIN, GIRARD MANAGING MEMBER 12/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ADVISORS FINANCIAL CENTER, L.L.C. MANAGING MEMBER direct 2002-12-01
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2002-12-01
LIEBERMAN, MICHAEL, STEVEN MANAGING MEMBER 12/01/2004 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ADVISORS CAPITAL MANAGEMENT, LLC VICE PRESIDENT direct 2004-12-01
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER direct 2004-12-01
LIEBERMAN, DAVID, JONATHAN MANAGING MEMBER 06/01/2005 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ADVISORS CAPITAL MANAGEMENT, LLC PORTFOLIO MANAGER direct 2005-06-01
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER direct 2005-06-01
ADVISORS CAPITAL MANAGEMENT, LLC OWNER direct 2005-06-01
LIEBERMAN, JEREMY, ALAN MANAGING MEMBER 09/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ADVISORS CAPITAL MANAGEMENT, LLC OWNER direct 2006-12-01
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER direct 2015-09-01
ACM HOLDING TRUST OWNER 01/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ADVISORS CAPITAL MANAGEMENT, LLC OWNER direct 2013-01-01
CULLEN, JAMES, MICHAEL CHIEF COMPLIANCE OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISORS CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2017-06-01
HARWOOD ADVISORY GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2017-06-01
FIDUCIARY ALLIANCE LLC CHIEF COMPLIANCE OFFICER direct 2017-02-01
LIEBERMAN, CHARLES TRUSTOR ACM HOLDING TRUST 01/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2002-12-01
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CHIEF INVESTMENT OFFICER direct 2002-12-01
ADVISORS FINANCIAL CENTER, L.L.C. MANAGING MEMBER direct 2002-12-01
ADVISORS CAPITAL MANAGEMENT, LLC TRUSTOR indirect 2013-01-01
LIEBERMAN ASSET MANAGEMENT, LLC. MANAGING MEMBER direct 1999-11-01

ADVISORS CAPITAL MANAGEMENT, LLC

ownership team - last updated 2018-05-16
Name Title Start Date Direct/Indirect % Ownership
LIEBERMAN, CHARLES MANAGING MEMBER, CHIEF INVESTMENT OFFICER 12/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2002-12-01
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CHIEF INVESTMENT OFFICER direct 2002-12-01
ADVISORS FINANCIAL CENTER, L.L.C. MANAGING MEMBER direct 2002-12-01
ADVISORS CAPITAL MANAGEMENT, LLC TRUSTOR indirect 2013-01-01
LIEBERMAN ASSET MANAGEMENT, LLC. MANAGING MEMBER direct 1999-11-01
KERN, KEVIN, GIRARD MANAGING MEMBER 12/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ADVISORS FINANCIAL CENTER, L.L.C. MANAGING MEMBER direct 2002-12-01
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2002-12-01
LIEBERMAN, MICHAEL, STEVEN MANAGING MEMBER 12/01/2004 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ADVISORS CAPITAL MANAGEMENT, LLC VICE PRESIDENT direct 2004-12-01
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER direct 2004-12-01
LIEBERMAN, DAVID, JONATHAN MANAGING MEMBER 06/01/2005 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ADVISORS CAPITAL MANAGEMENT, LLC PORTFOLIO MANAGER direct 2005-06-01
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER direct 2005-06-01
ADVISORS CAPITAL MANAGEMENT, LLC OWNER direct 2005-06-01
LIEBERMAN, JEREMY, ALAN MANAGING MEMBER 09/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ADVISORS CAPITAL MANAGEMENT, LLC OWNER direct 2006-12-01
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER direct 2015-09-01
ACM HOLDING TRUST OWNER 01/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ADVISORS CAPITAL MANAGEMENT, LLC OWNER direct 2013-01-01
CULLEN, JAMES, MICHAEL CHIEF COMPLIANCE OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISORS CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2017-06-01
HARWOOD ADVISORY GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2017-06-01
FIDUCIARY ALLIANCE LLC CHIEF COMPLIANCE OFFICER direct 2017-02-01
LIEBERMAN, CHARLES TRUSTOR ACM HOLDING TRUST 01/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2002-12-01
ADVISORS CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CHIEF INVESTMENT OFFICER direct 2002-12-01
ADVISORS FINANCIAL CENTER, L.L.C. MANAGING MEMBER direct 2002-12-01
ADVISORS CAPITAL MANAGEMENT, LLC TRUSTOR indirect 2013-01-01
LIEBERMAN ASSET MANAGEMENT, LLC. MANAGING MEMBER direct 1999-11-01

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