CONDOR CAPITAL MANAGEMENT

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Condor Capital Management is based out of Martinsville. Condor Capital Management is a large advisory firm with 725 clients and discretionary assets under management (AUM) of $856,634,100 (Form ADV from 2018-11-01). Their last reported 13F filing for Q3 2019 included $643,269,000 in managed 13F securities and a top 10 holdings concentration of 33.51%. Condor Capital Management's largest holding is Invesco S&P 500 Pure Value ETF with shares held of 432,320. Condor Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 43 13F filings

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67

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $643.269 Million
  • Prior Market Value $643.757 Million
  • New Purchases7 stocks
  • Additional Purchases81 stocks
  • Sold out of8 stocks
  • Reduced holdings in79 stocks
  • Top 10 Holdings % 33.51 %
  • Turnover % [1]:8.11%
  • Turnover Alt % [2]: 2.25 %
  • Time Held Top20:19.70 quarters
  • Time Held Top10:21.10 quarters
  • Time Held All:20.74 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 2019-11-14

Performance for Q3 2019: 6.76%
Performance Last 4 Quarters: 10.37%
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:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 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 (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 (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)

View Last Form Adv Compilation Report on Record

CONDOR CAPITAL WEALTH MANAGEMENT
1973 WASHINGTON VALLEY ROAD
MARTINSVILLE NJ    08836-2053
Country: United States

Business Phone: 732-356-7323
Fax: 732-356-5875
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NJ
Number of employees: 16
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 638,855,000
Total Number of Clients: 725
Amount of client funds and securities by related persons: 10,119,200
Total Number of clients from related persons: 18
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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CONDOR CAPITAL MANAGEMENT

ownership team - last updated 2019-06-24
Name Title Start Date Direct/Indirect % Ownership
SCHAPIRO, KENNETH, PAUL PRESIDENT & DIRECTOR 08/01/1988 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CONDOR CAPITAL MANAGEMENT PRESIDENT & DIRECTOR direct 1988-08-01
CONDOR CAPITAL MANAGEMENT II INC PRESIDENT & DIRECTOR indirect 1988-08-01
CONDOR CAPITAL MANAGEMENT II INC PRESIDENT & DIRECTOR direct 1999-02-01
CONDOR CAPITAL MANAGEMENT II INC SECRETARY & TREASURER direct 2000-02-01
BACKENDB.COM, LLC MANAGING MEMBER direct 2016-12-01
CONDOR CAPITAL MANAGEMENT PRESIDENT direct 1988-08-01 2001-01-31
CONDOR CAPITAL MANAGEMENT II INC SHAREHOLDER indirect 1999-02-01 2003-03-28
CONDOR CAPITAL MANAGEMENT II INC PRESIDENT & DIRECTOR direct 1999-01-01 2004-07-27
WALLISER, MICHAEL, ROBERT VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER 09/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONDOR CAPITAL MANAGEMENT VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2013-09-01
BACKENDB.COM, LLC CHIEF COMPLIANCE OFFICER direct 2016-12-01
CONDOR CAPITAL MANAGEMENT EMPLOYEE STOCK OPTION PLAN SHAREHOLDER 11/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CONDOR CAPITAL MANAGEMENT SHAREHOLDER direct 2009-11-01

CONDOR CAPITAL MANAGEMENT

ownership team - last updated 2019-03-20
Name Title Start Date Direct/Indirect % Ownership
SCHAPIRO, KENNETH, PAUL PRESIDENT & DIRECTOR 08/01/1988 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CONDOR CAPITAL MANAGEMENT PRESIDENT & DIRECTOR direct 1988-08-01
CONDOR CAPITAL MANAGEMENT II INC PRESIDENT & DIRECTOR indirect 1988-08-01
CONDOR CAPITAL MANAGEMENT II INC PRESIDENT & DIRECTOR direct 1999-02-01
CONDOR CAPITAL MANAGEMENT II INC SECRETARY & TREASURER direct 2000-02-01
BACKENDB.COM, LLC MANAGING MEMBER direct 2016-12-01
CONDOR CAPITAL MANAGEMENT PRESIDENT direct 1988-08-01 2001-01-31
CONDOR CAPITAL MANAGEMENT II INC SHAREHOLDER indirect 1999-02-01 2003-03-28
CONDOR CAPITAL MANAGEMENT II INC PRESIDENT & DIRECTOR direct 1999-01-01 2004-07-27
WALLISER, MICHAEL, ROBERT VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER 09/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONDOR CAPITAL MANAGEMENT VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2013-09-01
BACKENDB.COM, LLC CHIEF COMPLIANCE OFFICER direct 2016-12-01
CONDOR CAPITAL MANAGEMENT EMPLOYEE STOCK OPTION PLAN SHAREHOLDER 11/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CONDOR CAPITAL MANAGEMENT SHAREHOLDER direct 2009-11-01

CONDOR CAPITAL MANAGEMENT

ownership team - last updated 2017-10-26
Name Title Start Date Direct/Indirect % Ownership
SCHAPIRO, KENNETH, PAUL PRESIDENT & DIRECTOR 08/01/1988 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CONDOR CAPITAL MANAGEMENT PRESIDENT & DIRECTOR direct 1988-08-01
CONDOR CAPITAL MANAGEMENT II INC PRESIDENT & DIRECTOR indirect 1988-08-01
CONDOR CAPITAL MANAGEMENT II INC PRESIDENT & DIRECTOR direct 1999-02-01
CONDOR CAPITAL MANAGEMENT II INC SECRETARY & TREASURER direct 2000-02-01
BACKENDB.COM, LLC MANAGING MEMBER direct 2016-12-01
CONDOR CAPITAL MANAGEMENT PRESIDENT direct 1988-08-01 2001-01-31
CONDOR CAPITAL MANAGEMENT II INC SHAREHOLDER indirect 1999-02-01 2003-03-28
CONDOR CAPITAL MANAGEMENT II INC PRESIDENT & DIRECTOR direct 1999-01-01 2004-07-27
WALLISER, MICHAEL, ROBERT VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER 09/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONDOR CAPITAL MANAGEMENT VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2013-09-01
BACKENDB.COM, LLC CHIEF COMPLIANCE OFFICER direct 2016-12-01
CONDOR CAPITAL MANAGEMENT EMPLOYEE STOCK OPTION PLAN SHAREHOLDER 11/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CONDOR CAPITAL MANAGEMENT SHAREHOLDER direct 2009-11-01

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