CONNORS INVESTOR SERVICES INC

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Connors Investor Services is based out of Wyomissing. Connors Investor Services is a large advisory firm with 550 clients and discretionary assets under management (AUM) of $800,677,316 (Form ADV from 2019-07-24). Their last reported 13F filing for Q3 2019 included $728,111,000 in managed 13F securities and a top 10 holdings concentration of 31.32%. Connors Investor Services's largest holding is SPDR S&P 500 ETF Trust with shares held of 171,150. Connors Investor Services has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 79 13F filings, and 5 13G filings

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Equal-WT
WhaleScore

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67

S&P 500
WhaleScore

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Manager Weighted
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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $728.111 Million
  • Prior Market Value $754.372 Million
  • New Purchases6 stocks
  • Additional Purchases52 stocks
  • Sold out of8 stocks
  • Reduced holdings in50 stocks
  • Top 10 Holdings % 31.32 %
  • Turnover % [1]:9.86%
  • Turnover Alt % [2]: 11.33 %
  • Time Held Top20:13.45 quarters
  • Time Held Top10:16.40 quarters
  • Time Held All:25.35 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: 7.76%
Performance Last 4 Quarters: 14.19%
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/A (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)
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  • 2004-06-30 - 13F-HR (Subscription required)
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  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR/A (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CONNORS INVESTOR SERVICES INC
Classified as Hedge Fund
1210 BROADCASTING ROAD SUITE 200
WYOMISSING PA    19610-3213
Country: United States

Business Phone: 610-376-7418
Fax: 610-376-3181
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 102,028,000
Total Number of Clients: 550
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons: 0
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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CONNORS INVESTOR SERVICES INC

ownership team - last updated 2019-07-24
Name Title Start Date Direct/Indirect % Ownership
MILLER, MARLIN DIRECTOR 11/01/1969 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC DIRECTOR direct 1969-11-01
MORAN, WILLIAM SHAREHOLDER 11/01/1969 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC DIRECTOR direct 1969-11-01
SEHER, RONALD, HARRY SHAREHOLDER 04/01/2001 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC SHAREHOLDER direct 2001-04-01
CONNORS INVESTOR SERVICES INC SR. VICE PRESIDENT direct 1985-12-01 2001-01-29
CONNORS INVESTOR SERVICES INC VICE CHAIRMAN; CCO direct 2001-04-01 2005-09-22
CONNORS INVESTOR SERVICES INC VICE CHAIRMAN direct 2001-04-01 2010-03-30
CONNORS INVESTOR SERVICES INC VICE CHAIRMAN, DIRECTOR direct 2001-04-01 2013-03-27
LEAYMAN, ROBERT, CHARLES SHAREHOLDER 12/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC SR. VICE PRESIDENT direct 1997-06-01
CONNORS INVESTOR SERVICES INC SR. VICE PRESIDENT direct 1985-04-01 2001-01-29
CONNORS, PETER, JAMES PRESIDENT, DIRECTOR, TREASURER 04/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC PRESIDENT, DIRECTOR, TREASURER direct 2001-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 1992-02-01 2001-01-29
CONNORS INVESTOR SERVICES INC PRESIDENT direct 2001-04-01 2010-03-30
SILVERMAN, STEVEN SENIOR VICE PRESIDENT 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC SENIOR VICE PRESIDENT direct 2003-01-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 1997-05-01 2003-03-27
CONNORS, JAMES, MILYARD CHAIRMAN, DIRECTOR 11/01/1969 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC CHAIRMAN, DIRECTOR direct 1969-11-01
CONNORS INVESTOR SERVICES INC DIRECTOR direct 1969-11-01 2001-01-29
CONNORS INVESTOR SERVICES INC CHAIRMAN direct 2001-04-01 2010-03-30
ZIDIK, LIDIA, HLADUN VICE PRESIDENT, SECRETARY 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2002-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT;CHIEF COMPLIANCE OFFICER direct 2006-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT;CHIEF COMPLIANCE OFFICER, SECRETARY direct 2006-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT;CCO direct 2006-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT, SECRETARY direct 2014-03-01
CAGLIOLA, ROBERT, JOHN VICE PRESIDENT 04/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2002-04-01
MCCOY, BRIAN, GARY VICE PRESIDENT 03/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2003-03-01
POTTIEGER, STEVEN, EARL VICE PRESIDENT 05/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2005-05-01
FULLER, RUSSELL, JAY DIRECTOR 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
FULLER & THALER ASSET MANAGEMENT INC BOARD MEMBER/PRESIDENT/TRUSTEE OF FULLER REVOCABLE TRUST AND FULLER FAMILY VOTING TRUST direct 1993-04-01
FULLER & THALER ASSET MANAGEMENT INC CO-TRUSTEE AND SETTLOR indirect 1998-05-01
FULLER & THALER ASSET MANAGEMENT INC TRUSTEE indirect 2003-06-01
CONNORS INVESTOR SERVICES INC DIRECTOR direct 2012-03-01
FULLER & THALER ASSET MANAGEMENT INC PRESIDENT/CIO direct 1993-04-01 2004-03-31
FULLER & THALER ASSET MANAGEMENT INC PRESIDENT direct 1993-04-01 2006-06-09
FULLER & THALER ASSET MANAGEMENT INC BOARD MEMBER/PRESIDENT/TRUSTEE direct 1993-04-01 2007-09-12
FULLER & THALER ASSET MANAGEMENT INC SETTLOR indirect 1998-05-01 2008-03-28
FULLER & THALER ASSET MANAGEMENT INC BOARD MEMBER/PRESIDENT/TRUSTEE OF FULLER REVOCABLE TRUST direct 1993-04-01 2014-05-27
NOON, MICHAEL, J VICE PRESIDENT 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2012-03-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT,CCO direct 2014-03-01
PLATT, THOMAS, RAYMOND VICE PRESIDENT 11/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2013-11-01
OXHOLM, PAUL, G DIRECTOR 08/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC DIRECTOR direct 2014-08-01
Crawford, Kevin, Francis DIRECTOR 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC DIRECTOR direct 2015-07-01
COVELL, DEBORA, M VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCGLINN CAPITAL MANAGEMENT INC VP direct 1995-01-01
HAHN, ROBERT, W VICE PRESIDENT 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2017-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
CIS BALANCED INVESTMENT PARTNERS II United States 805-2579007240 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 4,484,761 100,000
CIS INDEX OVERWRITE PARTNERS United States 805-6123159085 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 12,151,656 100,000
CIS INCOME & GROWTH PARTNERS United States 805-4725760059 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 12,287,739 100,000
CIS MICROCAP GROWTH PARTNERS United States 805-8542342585 Hedge Fund 9,199,295 100,000
CIS AGGRESSIVE GROWTH PARTNERS United States 805-9965842291 Other Private Fund EDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 11,595,448 100,000
CIS BALANCED INVESTMENT PARTNERS United States 805-6892238746 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 26,736,895 100,000
CIS HEDGED GROWTH PARTNERS United States 805-6208666801 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 25,542,962 100,000

CONNORS INVESTOR SERVICES INC

ownership team - last updated 2019-04-08
Name Title Start Date Direct/Indirect % Ownership
MILLER, MARLIN DIRECTOR 11/01/1969 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC DIRECTOR direct 1969-11-01
MORAN, WILLIAM SHAREHOLDER 11/01/1969 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC DIRECTOR direct 1969-11-01
SEHER, RONALD, HARRY SHAREHOLDER 04/01/2001 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC SHAREHOLDER direct 2001-04-01
CONNORS INVESTOR SERVICES INC SR. VICE PRESIDENT direct 1985-12-01 2001-01-29
CONNORS INVESTOR SERVICES INC VICE CHAIRMAN; CCO direct 2001-04-01 2005-09-22
CONNORS INVESTOR SERVICES INC VICE CHAIRMAN direct 2001-04-01 2010-03-30
CONNORS INVESTOR SERVICES INC VICE CHAIRMAN, DIRECTOR direct 2001-04-01 2013-03-27
LEAYMAN, ROBERT, CHARLES SHAREHOLDER 12/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC SR. VICE PRESIDENT direct 1997-06-01
CONNORS INVESTOR SERVICES INC SR. VICE PRESIDENT direct 1985-04-01 2001-01-29
CONNORS, PETER, JAMES PRESIDENT, DIRECTOR, TREASURER 04/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC PRESIDENT, DIRECTOR, TREASURER direct 2001-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 1992-02-01 2001-01-29
CONNORS INVESTOR SERVICES INC PRESIDENT direct 2001-04-01 2010-03-30
SILVERMAN, STEVEN SENIOR VICE PRESIDENT 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC SENIOR VICE PRESIDENT direct 2003-01-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 1997-05-01 2003-03-27
CONNORS, JAMES, MILYARD CHAIRMAN, DIRECTOR 11/01/1969 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC CHAIRMAN, DIRECTOR direct 1969-11-01
CONNORS INVESTOR SERVICES INC DIRECTOR direct 1969-11-01 2001-01-29
CONNORS INVESTOR SERVICES INC CHAIRMAN direct 2001-04-01 2010-03-30
ZIDIK, LIDIA, HLADUN VICE PRESIDENT, SECRETARY 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2002-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT;CHIEF COMPLIANCE OFFICER direct 2006-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT;CHIEF COMPLIANCE OFFICER, SECRETARY direct 2006-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT;CCO direct 2006-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT, SECRETARY direct 2014-03-01
CAGLIOLA, ROBERT, JOHN VICE PRESIDENT 04/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2002-04-01
MCCOY, BRIAN, GARY VICE PRESIDENT 03/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2003-03-01
POTTIEGER, STEVEN, EARL VICE PRESIDENT 05/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2005-05-01
FULLER, RUSSELL, JAY DIRECTOR 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
FULLER & THALER ASSET MANAGEMENT INC BOARD MEMBER/PRESIDENT/TRUSTEE OF FULLER REVOCABLE TRUST AND FULLER FAMILY VOTING TRUST direct 1993-04-01
FULLER & THALER ASSET MANAGEMENT INC CO-TRUSTEE AND SETTLOR indirect 1998-05-01
FULLER & THALER ASSET MANAGEMENT INC TRUSTEE indirect 2003-06-01
CONNORS INVESTOR SERVICES INC DIRECTOR direct 2012-03-01
FULLER & THALER ASSET MANAGEMENT INC PRESIDENT/CIO direct 1993-04-01 2004-03-31
FULLER & THALER ASSET MANAGEMENT INC PRESIDENT direct 1993-04-01 2006-06-09
FULLER & THALER ASSET MANAGEMENT INC BOARD MEMBER/PRESIDENT/TRUSTEE direct 1993-04-01 2007-09-12
FULLER & THALER ASSET MANAGEMENT INC SETTLOR indirect 1998-05-01 2008-03-28
FULLER & THALER ASSET MANAGEMENT INC BOARD MEMBER/PRESIDENT/TRUSTEE OF FULLER REVOCABLE TRUST direct 1993-04-01 2014-05-27
NOON, MICHAEL, J VICE PRESIDENT 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2012-03-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT,CCO direct 2014-03-01
PLATT, THOMAS, RAYMOND VICE PRESIDENT 11/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2013-11-01
OXHOLM, PAUL, G DIRECTOR 08/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC DIRECTOR direct 2014-08-01
Crawford, Kevin, Francis DIRECTOR 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC DIRECTOR direct 2015-07-01
COVELL, DEBORA, M VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCGLINN CAPITAL MANAGEMENT INC VP direct 1995-01-01
HAHN, ROBERT, W VICE PRESIDENT 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2017-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
CIS BALANCED INVESTMENT PARTNERS II United States 805-2579007240 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 4,484,761 100,000
CIS INDEX OVERWRITE PARTNERS United States 805-6123159085 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 12,151,656 100,000
CIS INCOME & GROWTH PARTNERS United States 805-4725760059 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 12,287,739 100,000
CIS MICROCAP GROWTH PARTNERS United States 805-8542342585 Hedge Fund 9,199,295 100,000
CIS AGGRESSIVE GROWTH PARTNERS United States 805-9965842291 Other Private Fund EDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 11,595,448 100,000
CIS BALANCED INVESTMENT PARTNERS United States 805-6892238746 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 26,736,895 100,000
CIS HEDGED GROWTH PARTNERS United States 805-6208666801 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 25,542,962 100,000

CONNORS INVESTOR SERVICES INC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
MILLER, MARLIN DIRECTOR 11/01/1969 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC DIRECTOR direct 1969-11-01
MORAN, WILLIAM SHAREHOLDER 11/01/1969 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC DIRECTOR direct 1969-11-01
SEHER, RONALD, HARRY SHAREHOLDER 04/01/2001 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC SHAREHOLDER direct 2001-04-01
CONNORS INVESTOR SERVICES INC SR. VICE PRESIDENT direct 1985-12-01 2001-01-29
CONNORS INVESTOR SERVICES INC VICE CHAIRMAN; CCO direct 2001-04-01 2005-09-22
CONNORS INVESTOR SERVICES INC VICE CHAIRMAN direct 2001-04-01 2010-03-30
CONNORS INVESTOR SERVICES INC VICE CHAIRMAN, DIRECTOR direct 2001-04-01 2013-03-27
LEAYMAN, ROBERT, CHARLES SHAREHOLDER 12/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC SR. VICE PRESIDENT direct 1997-06-01
CONNORS INVESTOR SERVICES INC SR. VICE PRESIDENT direct 1985-04-01 2001-01-29
CONNORS, PETER, JAMES PRESIDENT, DIRECTOR, TREASURER 04/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC PRESIDENT, DIRECTOR, TREASURER direct 2001-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 1992-02-01 2001-01-29
CONNORS INVESTOR SERVICES INC PRESIDENT direct 2001-04-01 2010-03-30
SILVERMAN, STEVEN SENIOR VICE PRESIDENT 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC SENIOR VICE PRESIDENT direct 2003-01-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 1997-05-01 2003-03-27
CONNORS, JAMES, MILYARD CHAIRMAN, DIRECTOR 11/01/1969 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC CHAIRMAN, DIRECTOR direct 1969-11-01
CONNORS INVESTOR SERVICES INC DIRECTOR direct 1969-11-01 2001-01-29
CONNORS INVESTOR SERVICES INC CHAIRMAN direct 2001-04-01 2010-03-30
ZIDIK, LIDIA, HLADUN VICE PRESIDENT, SECRETARY 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2002-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT;CHIEF COMPLIANCE OFFICER direct 2006-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT;CHIEF COMPLIANCE OFFICER, SECRETARY direct 2006-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT;CCO direct 2006-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT, SECRETARY direct 2014-03-01
CAGLIOLA, ROBERT, JOHN VICE PRESIDENT 04/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2002-04-01
MCCOY, BRIAN, GARY VICE PRESIDENT 03/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2003-03-01
POTTIEGER, STEVEN, EARL VICE PRESIDENT 05/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2005-05-01
FULLER, RUSSELL, JAY DIRECTOR 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
FULLER & THALER ASSET MANAGEMENT INC BOARD MEMBER/PRESIDENT/TRUSTEE OF FULLER REVOCABLE TRUST AND FULLER FAMILY VOTING TRUST direct 1993-04-01
FULLER & THALER ASSET MANAGEMENT INC CO-TRUSTEE AND SETTLOR indirect 1998-05-01
FULLER & THALER ASSET MANAGEMENT INC TRUSTEE indirect 2003-06-01
CONNORS INVESTOR SERVICES INC DIRECTOR direct 2012-03-01
FULLER & THALER ASSET MANAGEMENT INC PRESIDENT/CIO direct 1993-04-01 2004-03-31
FULLER & THALER ASSET MANAGEMENT INC PRESIDENT direct 1993-04-01 2006-06-09
FULLER & THALER ASSET MANAGEMENT INC BOARD MEMBER/PRESIDENT/TRUSTEE direct 1993-04-01 2007-09-12
FULLER & THALER ASSET MANAGEMENT INC SETTLOR indirect 1998-05-01 2008-03-28
FULLER & THALER ASSET MANAGEMENT INC BOARD MEMBER/PRESIDENT/TRUSTEE OF FULLER REVOCABLE TRUST direct 1993-04-01 2014-05-27
NOON, MICHAEL, J VICE PRESIDENT 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2012-03-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT,CCO direct 2014-03-01
PLATT, THOMAS, RAYMOND VICE PRESIDENT 11/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2013-11-01
OXHOLM, PAUL, G DIRECTOR 08/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC DIRECTOR direct 2014-08-01
Crawford, Kevin, Francis DIRECTOR 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC DIRECTOR direct 2015-07-01
COVELL, DEBORA, M VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCGLINN CAPITAL MANAGEMENT INC VP direct 1995-01-01
HAHN, ROBERT, W VICE PRESIDENT 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2017-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
CIS BALANCED INVESTMENT PARTNERS II United States 805-2579007240 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 4,484,761 100,000
CIS INDEX OVERWRITE PARTNERS United States 805-6123159085 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 12,151,656 100,000
CIS INCOME & GROWTH PARTNERS United States 805-4725760059 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 12,287,739 100,000
CIS MICROCAP GROWTH PARTNERS United States 805-8542342585 Hedge Fund 9,199,295 100,000
CIS AGGRESSIVE GROWTH PARTNERS United States 805-9965842291 Other Private Fund EDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 11,595,448 100,000
CIS BALANCED INVESTMENT PARTNERS United States 805-6892238746 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 26,736,895 100,000
CIS HEDGED GROWTH PARTNERS United States 805-6208666801 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 25,542,962 100,000

CONNORS INVESTOR SERVICES INC

ownership team - last updated 2018-11-06
Name Title Start Date Direct/Indirect % Ownership
MILLER, MARLIN DIRECTOR 11/01/1969 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC DIRECTOR direct 1969-11-01
MORAN, WILLIAM DIRECTOR 11/01/1969 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC DIRECTOR direct 1969-11-01
SEHER, RONALD, HARRY SHAREHOLDER 04/01/2001 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC SHAREHOLDER direct 2001-04-01
CONNORS INVESTOR SERVICES INC SR. VICE PRESIDENT direct 1985-12-01 2001-01-29
CONNORS INVESTOR SERVICES INC VICE CHAIRMAN; CCO direct 2001-04-01 2005-09-22
CONNORS INVESTOR SERVICES INC VICE CHAIRMAN direct 2001-04-01 2010-03-30
CONNORS INVESTOR SERVICES INC VICE CHAIRMAN, DIRECTOR direct 2001-04-01 2013-03-27
LEAYMAN, ROBERT, CHARLES SR. VICE PRESIDENT 06/01/1997 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC SR. VICE PRESIDENT direct 1997-06-01
CONNORS INVESTOR SERVICES INC SR. VICE PRESIDENT direct 1985-04-01 2001-01-29
CONNORS, PETER, JAMES PRESIDENT, DIRECTOR, TREASURER 04/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC PRESIDENT, DIRECTOR, TREASURER direct 2001-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 1992-02-01 2001-01-29
CONNORS INVESTOR SERVICES INC PRESIDENT direct 2001-04-01 2010-03-30
SILVERMAN, STEVEN SENIOR VICE PRESIDENT 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC SENIOR VICE PRESIDENT direct 2003-01-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 1997-05-01 2003-03-27
CONNORS, JAMES, MILYARD CHAIRMAN, DIRECTOR 11/01/1969 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC CHAIRMAN, DIRECTOR direct 1969-11-01
CONNORS INVESTOR SERVICES INC DIRECTOR direct 1969-11-01 2001-01-29
CONNORS INVESTOR SERVICES INC CHAIRMAN direct 2001-04-01 2010-03-30
ZIDIK, LIDIA, HLADUN VICE PRESIDENT, SECRETARY 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2002-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT;CHIEF COMPLIANCE OFFICER direct 2006-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT;CHIEF COMPLIANCE OFFICER, SECRETARY direct 2006-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT;CCO direct 2006-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT, SECRETARY direct 2014-03-01
CAGLIOLA, ROBERT, JOHN VICE PRESIDENT 04/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2002-04-01
MCCOY, BRIAN, GARY VICE PRESIDENT 03/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2003-03-01
POTTIEGER, STEVEN, EARL VICE PRESIDENT 05/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2005-05-01
FULLER, RUSSELL, JAY DIRECTOR 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
FULLER & THALER ASSET MANAGEMENT INC BOARD MEMBER/PRESIDENT/TRUSTEE OF FULLER REVOCABLE TRUST AND FULLER FAMILY VOTING TRUST direct 1993-04-01
FULLER & THALER ASSET MANAGEMENT INC CO-TRUSTEE AND SETTLOR indirect 1998-05-01
FULLER & THALER ASSET MANAGEMENT INC TRUSTEE indirect 2003-06-01
CONNORS INVESTOR SERVICES INC DIRECTOR direct 2012-03-01
FULLER & THALER ASSET MANAGEMENT INC PRESIDENT/CIO direct 1993-04-01 2004-03-31
FULLER & THALER ASSET MANAGEMENT INC PRESIDENT direct 1993-04-01 2006-06-09
FULLER & THALER ASSET MANAGEMENT INC BOARD MEMBER/PRESIDENT/TRUSTEE direct 1993-04-01 2007-09-12
FULLER & THALER ASSET MANAGEMENT INC SETTLOR indirect 1998-05-01 2008-03-28
FULLER & THALER ASSET MANAGEMENT INC BOARD MEMBER/PRESIDENT/TRUSTEE OF FULLER REVOCABLE TRUST direct 1993-04-01 2014-05-27
NOON, MICHAEL, J VICE PRESIDENT 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2012-03-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT,CCO direct 2014-03-01
PLATT, THOMAS, RAYMOND VICE PRESIDENT 11/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2013-11-01
OXHOLM, PAUL, G DIRECTOR 08/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC DIRECTOR direct 2014-08-01
Crawford, Kevin, Francis DIRECTOR 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC DIRECTOR direct 2015-07-01
COVELL, DEBORA, M VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCGLINN CAPITAL MANAGEMENT INC VP direct 1995-01-01
HAHN, ROBERT, W VICE PRESIDENT 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2017-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
CIS BALANCED INVESTMENT PARTNERS II United States 805-2579007240 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 3,803,055 100,000
CIS INDEX OVERWRITE PARTNERS United States 805-6123159085 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 14,180,201 100,000
CIS INCOME & GROWTH PARTNERS United States 805-4725760059 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 12,302,685 100,000
CIS MICROCAP GROWTH PARTNERS United States 805-8542342585 Hedge Fund 12,125,311 100,000
CIS ALTERNATIVE INVESTMENT PARTNERS United States 805-1416138269 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 1,557,607 100,000
CIS AGGRESSIVE GROWTH PARTNERS United States 805-9965842291 Hedge Fund 11,197,452 100,000
CIS BALANCED INVESTMENT PARTNERS United States 805-6892238746 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 29,017,000 100,000
CIS HEDGED GROWTH PARTNERS United States 805-6208666801 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 24,513,010 100,000

CONNORS INVESTOR SERVICES INC

ownership team - last updated 2018-05-18
Name Title Start Date Direct/Indirect % Ownership
MILLER, MARLIN DIRECTOR 11/01/1969 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC DIRECTOR direct 1969-11-01
MORAN, WILLIAM DIRECTOR 11/01/1969 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC DIRECTOR direct 1969-11-01
SEHER, RONALD, HARRY SHAREHOLDER 04/01/2001 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC SHAREHOLDER direct 2001-04-01
CONNORS INVESTOR SERVICES INC SR. VICE PRESIDENT direct 1985-12-01 2001-01-29
CONNORS INVESTOR SERVICES INC VICE CHAIRMAN; CCO direct 2001-04-01 2005-09-22
CONNORS INVESTOR SERVICES INC VICE CHAIRMAN direct 2001-04-01 2010-03-30
CONNORS INVESTOR SERVICES INC VICE CHAIRMAN, DIRECTOR direct 2001-04-01 2013-03-27
LEAYMAN, ROBERT, CHARLES SR. VICE PRESIDENT 06/01/1997 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC SR. VICE PRESIDENT direct 1997-06-01
CONNORS INVESTOR SERVICES INC SR. VICE PRESIDENT direct 1985-04-01 2001-01-29
CONNORS, PETER, JAMES PRESIDENT, DIRECTOR, TREASURER 04/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC PRESIDENT, DIRECTOR, TREASURER direct 2001-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 1992-02-01 2001-01-29
CONNORS INVESTOR SERVICES INC PRESIDENT direct 2001-04-01 2010-03-30
SILVERMAN, STEVEN SENIOR VICE PRESIDENT 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC SENIOR VICE PRESIDENT direct 2003-01-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 1997-05-01 2003-03-27
CONNORS, JAMES, MILYARD CHAIRMAN, DIRECTOR 11/01/1969 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC CHAIRMAN, DIRECTOR direct 1969-11-01
CONNORS INVESTOR SERVICES INC DIRECTOR direct 1969-11-01 2001-01-29
CONNORS INVESTOR SERVICES INC CHAIRMAN direct 2001-04-01 2010-03-30
ZIDIK, LIDIA, HLADUN VICE PRESIDENT, SECRETARY 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2002-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT;CHIEF COMPLIANCE OFFICER direct 2006-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT;CHIEF COMPLIANCE OFFICER, SECRETARY direct 2006-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT;CCO direct 2006-04-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT, SECRETARY direct 2014-03-01
CAGLIOLA, ROBERT, JOHN VICE PRESIDENT 04/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2002-04-01
MCCOY, BRIAN, GARY VICE PRESIDENT 03/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2003-03-01
POTTIEGER, STEVEN, EARL VICE PRESIDENT 05/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2005-05-01
FULLER, RUSSELL, JAY DIRECTOR 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
FULLER & THALER ASSET MANAGEMENT INC BOARD MEMBER/PRESIDENT/TRUSTEE OF FULLER REVOCABLE TRUST AND FULLER FAMILY VOTING TRUST direct 1993-04-01
FULLER & THALER ASSET MANAGEMENT INC CO-TRUSTEE AND SETTLOR indirect 1998-05-01
FULLER & THALER ASSET MANAGEMENT INC TRUSTEE indirect 2003-06-01
CONNORS INVESTOR SERVICES INC DIRECTOR direct 2012-03-01
FULLER & THALER ASSET MANAGEMENT INC PRESIDENT/CIO direct 1993-04-01 2004-03-31
FULLER & THALER ASSET MANAGEMENT INC PRESIDENT direct 1993-04-01 2006-06-09
FULLER & THALER ASSET MANAGEMENT INC BOARD MEMBER/PRESIDENT/TRUSTEE direct 1993-04-01 2007-09-12
FULLER & THALER ASSET MANAGEMENT INC SETTLOR indirect 1998-05-01 2008-03-28
FULLER & THALER ASSET MANAGEMENT INC BOARD MEMBER/PRESIDENT/TRUSTEE OF FULLER REVOCABLE TRUST direct 1993-04-01 2014-05-27
NOON, MICHAEL, J VICE PRESIDENT 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2012-03-01
CONNORS INVESTOR SERVICES INC VICE PRESIDENT,CCO direct 2014-03-01
PLATT, THOMAS, RAYMOND VICE PRESIDENT 11/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2013-11-01
OXHOLM, PAUL, G DIRECTOR 08/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC DIRECTOR direct 2014-08-01
Crawford, Kevin, Francis DIRECTOR 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC DIRECTOR direct 2015-07-01
COVELL, DEBORA, M VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCGLINN CAPITAL MANAGEMENT INC VP direct 1995-01-01
HAHN, ROBERT, W VICE PRESIDENT 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONNORS INVESTOR SERVICES INC VICE PRESIDENT direct 2017-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
CIS BALANCED INVESTMENT PARTNERS II United States 805-2579007240 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 3,803,055 100,000
CIS INDEX OVERWRITE PARTNERS United States 805-6123159085 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 14,180,201 100,000
CIS INCOME & GROWTH PARTNERS United States 805-4725760059 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 12,302,685 100,000
CIS MICROCAP GROWTH PARTNERS United States 805-8542342585 Hedge Fund 12,125,311 100,000
CIS ALTERNATIVE INVESTMENT PARTNERS United States 805-1416138269 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 1,557,607 100,000
CIS AGGRESSIVE GROWTH PARTNERS United States 805-9965842291 Hedge Fund 11,197,452 100,000
CIS BALANCED INVESTMENT PARTNERS United States 805-6892238746 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 29,017,000 100,000
CIS HEDGED GROWTH PARTNERS United States 805-6208666801 Other Private Fund HEDGE FUND THAT DOES NOT BORROW, SELL SHORT OR CHARGE PERFORMANCE FEES 24,513,010 100,000

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