DALTON GREINER HARTMAN MAHER & COMPANY

HTTP://DGHM.COM NEW YORK, NY Investment Advisor How do I update this listing?

Also known as:

  • DALTON GREINER HARTMAN MAHER & CO INC
  • DALTON GREINER HARTMAN MAHER & CO

Dalton Greiner Hartman Maher & Company is based out of New York. Dalton Greiner Hartman Maher & Company is a large advisory firm with 1180 clients and discretionary assets under management (AUM) of $1,684,775,122 (Form ADV from 2018-10-01). Their last reported 13F filing for Q2 2019 included $1,203,725,000 in managed 13F securities and a top 10 holdings concentration of 17.83%. Dalton Greiner Hartman Maher & Company's largest holding is Moog Inc Class A with shares held of 263,658. Dalton Greiner Hartman Maher & Company has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 118 13F filings, and 157 13G filings

Subscription Required

Equal-WT
WhaleScore

?

68

S&P 500
WhaleScore

?

Subscription Required

Manager Weighted
WhaleScore

?
Download 13F Summary to Excel Create Email Alert

06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $1.204 Billion
  • Prior Market Value $1.196 Billion
  • New Purchases14 stocks
  • Additional Purchases42 stocks
  • Sold out of14 stocks
  • Reduced holdings in102 stocks
  • Top 10 Holdings % 17.83 %
  • Turnover % [1]:17.72%
  • Turnover Alt % [2]: 13.77 %
  • Time Held Top20:4.50 quarters
  • Time Held Top10:2.00 quarters
  • Time Held All:10.93 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: -4.09%
Performance Last 4 Quarters: -15.5%
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

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-06-30 - 13F-HR/A (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR/A (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/A (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/A (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR/A (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR/A (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/A (Subscription required)
  • 2009-09-30 - 13F-HR/A (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/A (Subscription required)
  • 2008-12-31 - 13F-HR/A (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR/A (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR/A (Subscription required)
  • 2008-06-30 - 13F-HR/A (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR/A (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR/A (Subscription required)
  • 2007-12-31 - 13F-HR/A (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR/A (Subscription required)
  • 2007-09-30 - 13F-HR/A (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR/A (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR/A (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR/A (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR/A (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR/A (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR/A (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR/A (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR/A (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR/A (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR/A (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR/A (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR/A (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR/A (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR/A (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR/A (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR/A (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR/A (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR/A (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR/A (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR/A (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR/A (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR/A (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR/A (Subscription required)
  • 2001-09-30 - 13F-HR/A (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR/A (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

DALTON, GREINER, HARTMAN, MAHER & CO., LLC
565 FIFTH AVENUE SUITE 2101
NEW YORK NY    10017-2413
Country: United States

Business Phone: 212-557-2445
Fax: 212-687-3979
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 19
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 48,798,600
Total Number of Clients: 1180
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

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

DALTON, GREINER, HARTMAN, MAHER & CO., LLC

ownership team - last updated 2019-03-05
Name Title Start Date Direct/Indirect % Ownership
GELLER, BRUCE, HOWARD MEMBER 04/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON,GRSINOR,HORTMAN,MANOR & CO LLC SENIOR VICE PRESIDENT/PORTFOLIO MANAGER OF APPLICANT/SHAREHOLDER direct 2004-02-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CO- PRESIDENT/PORTFOLIO MANAGER OF APPLICANT/SHAREHOLDER direct 2004-02-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER OF APPLICANT/SHAREHOLDER direct 2007-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CHAIRMAN OF THE BOARD OF DIRECTORS/CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER OF APPLICANT/SHAREHOLDER direct 2008-04-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2008-04-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2008-04-01
BOSTON PRIVATE FINANCIAL HOLDINGS COMPANY, INC. MANAGING MEMBER 02/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOSTON PRIVATE WEALTH LLC 100% OWNER indirect 1987-09-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC 100% EQUITY OWNER OF APPLICANT direct 1997-10-01
BOSTON PRIVATE VALUE INVESTORS, INC. OWNER direct 2001-02-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MANAGING MEMBER direct 2004-02-01
KLS PROFESSIONAL ADVISORS GROUP, LLC MANAGING MEMBER direct 2004-12-01
GIBRALTAR BANK, FSB PARENT CORPORATION direct 2005-10-01
ANCHOR CAPITAL ADVISORS INC MANAGER, MEMBER indirect 2006-06-01
ANCHOR/RUSSELL CAPITAL ADVISORS LLC MANAGER, MEMBER indirect 2006-06-01
WESTFIELD CAPITAL MANAGEMENT CO INC 100% EQUITY OWNER OF BPIM, PUBLIC COMPANY direct 1997-10-01 2001-01-31
WESTFIELD CAPITAL MANAGEMENT CO INC 100% OWNER OF BPIM indirect 1997-10-01 2002-12-11
SAND HILL ADVISORS, INC. PARENT CORPORATION direct 2000-08-01 2007-09-07
DALTON, GREINER, HARTMAN, MAHER & CO., LLC 80% EQUITY OWNER OF APPLICANT direct 2004-02-01 2008-09-25
SAND HILL ADVISORS, LLC MANAGING MEMBER direct 2000-08-01 2009-03-31
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. SOLE MEMBER indirect 2008-06-01 2009-10-07
COLDSTREAM CAPITAL MANAGEMENT INC SHAREHOLDER direct 2002-12-01 2011-01-26
DALTON, TIMOTHY, GEORGE MEMBER 02/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON GREINER HARTMEN MAHER & CO SHAREHOLDER indirect 1997-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2004-02-01
BOSTON PRIVATE VALUE INVESTORS, INC. DIRECTOR direct 2005-07-01
ANCHOR CAPITAL ADVISORS LLC DIRECTOR direct 2008-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CHAIRMAN OF THE BOARD OF APPLICANT AND SHAREHOLDER direct 2004-02-01 2007-09-27
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CHAIRMAN OF APPLICANT, SHAREHOLDER direct 2004-02-01 2008-09-25
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2004-02-01 2016-10-05
GREINER, KENNETH, JOHN MEMBER 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON GREINER HARTMEN MAHER & CO CHIEF EXECUTIVE OFFICER direct 2001-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2007-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CHIEF EXECUTIVE OFFICER OF APPLICANT/SHAREHOLDER/CHIEF COMPLIANCE OFFICER direct 2004-02-01 2005-10-06
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CHIEF EXECUTIVE OFFICER OF APPLICANT/SHAREHOLDER direct 2004-02-01 2006-10-17
DALTON, GREINER, HARTMAN, MAHER & CO., LLC VICE CHAIRMAN OF APPLICANT/SHAREHOLDER direct 2007-01-01 2008-09-25
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2007-01-01 2016-10-05
BAKER, JEFFREY, CHARLES MEMBER 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON,GRSINOR,HORTMAN,MANOR & CO LLC SENIOR VICE PRESIDENT/PORTFOLIO MANAGER OF APPLICANT/SHAREHOLDER direct 2000-07-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2007-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER OF APPLICANT/SHAREHOLDER direct 2007-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2007-01-01
GULLI, PETER, ANTHONY MEMBER 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON,GRSINOR,HORTMAN,MANOR & CO LLC VICE PRESIDENT OF APPLICANT/SHAREHOLDER direct 1999-10-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC SENIOR VICE PRESIDENT OF APPLICANT/SHAREHOLDER direct 2006-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2006-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2006-01-01
O'BRIEN, KATE, BRANIGAN MEMBER 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON,GRSINOR,HORTMAN,MANOR & CO LLC TRADER/SHAREHOLDER direct 2000-04-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC VICE PRESIDENT OF APPLICANT/SHAREHOLDER direct 2006-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2006-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2006-01-01
CASALETTO, DOLORES, ANN MEMBER 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON,GRSINOR,HORTMAN,MANOR & CO LLC VICE PRESIDENT OF APPLICANT/SHAREHOLDER direct 1990-04-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC SENIOR VICE PRESIDENT OF APPLICANT/SHAREHOLDER direct 2007-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2007-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2007-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC SENIOR VICE PRESIDENT/SHAREHOLDER direct 2007-01-01
WALTUCH, JOSHUA, AARON MEMBER 07/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2007-07-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC VICE PRESIDENT OF APPLICANT/SHAREHOLDER direct 2007-07-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2007-07-01
WATSEK, RANDALL, FRANCIS MEMBER 07/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON,GRSINOR,HORTMAN,MANOR & CO LLC RESEARCH ANALYST/SHAREHOLDER direct 2002-07-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2008-07-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2008-07-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC VICE PRESIDENT OF APPLICANT/SHAREHOLDER direct 2008-07-01
PORTER, DONALD-STEPHEN, L MEMBER 07/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2009-07-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2009-07-01
DUNN, MICHAEL, SEAN MEMBER 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2012-01-01
ELIJAH ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER direct 1999-03-01 2001-08-31
EAM PARTNERS LLC CHIEF OPERATING OFFICER direct 2000-06-01 2001-08-31
DISCOVERY CAPITAL MGMT. LLC MANAGER direct 2002-12-01 2003-01-17
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2012-01-01 2016-10-05
CHUDY, DOUGLAS, ALAN MEMBER 07/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2013-07-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2013-07-01
HURST, LISA, ELIZABETH MEMBER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2017-01-01
NIESEN, AUDREY, ELIZABETH CHIEF COMPLIANCE OFFICER 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CHIEF COMPLIANCE OFFICER direct 2019-01-01
DECHELLIS, ANTHONY CHIEF EXECUTIVE OFFICER 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCCORMACK ADVISORS INTERNATIONAL LLC DIRECTOR direct 2001-08-01 2002-10-16
CREDIT SUISSE SECURITIES (USA) LLC BOARD MEMBER, DIRECTOR direct 2007-05-01 2010-03-12
CREDIT SUISSE SECURITIES (USA) LLC BOARD MEMBER direct 2007-05-01 2013-03-21
SIMONS, PAUL, MICHAEL CHIEF OF CORPORATE STRATEGY & DEVELOPMENT 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CHIEF OF CORPORATE STRATEGY & DEVELOPMENT direct 2019-01-01
BOSTON PRIVATE WEALTH LLC PRESIDENT direct 2019-03-01

DALTON, GREINER, HARTMAN, MAHER & CO., LLC

ownership team - last updated 2018-04-02
Name Title Start Date Direct/Indirect % Ownership
BOSTON PRIVATE FINANCIAL HOLDINGS COMPANY, INC. MANAGING MEMBER 02/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOSTON PRIVATE WEALTH LLC 100% OWNER indirect 1987-09-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC 100% EQUITY OWNER OF APPLICANT direct 1997-10-01
BOSTON PRIVATE VALUE INVESTORS, INC. OWNER direct 2001-02-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MANAGING MEMBER direct 2004-02-01
KLS PROFESSIONAL ADVISORS GROUP, LLC MANAGING MEMBER direct 2004-12-01
GIBRALTAR BANK, FSB PARENT CORPORATION direct 2005-10-01
ANCHOR CAPITAL ADVISORS INC MANAGER, MEMBER indirect 2006-06-01
ANCHOR/RUSSELL CAPITAL ADVISORS LLC MANAGER, MEMBER indirect 2006-06-01
WESTFIELD CAPITAL MANAGEMENT CO INC 100% EQUITY OWNER OF BPIM, PUBLIC COMPANY direct 1997-10-01 2001-01-31
WESTFIELD CAPITAL MANAGEMENT CO INC 100% OWNER OF BPIM indirect 1997-10-01 2002-12-11
SAND HILL ADVISORS, INC. PARENT CORPORATION direct 2000-08-01 2007-09-07
DALTON, GREINER, HARTMAN, MAHER & CO., LLC 80% EQUITY OWNER OF APPLICANT direct 2004-02-01 2008-09-25
SAND HILL ADVISORS, LLC MANAGING MEMBER direct 2000-08-01 2009-03-31
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. SOLE MEMBER indirect 2008-06-01 2009-10-07
COLDSTREAM CAPITAL MANAGEMENT INC SHAREHOLDER direct 2002-12-01 2011-01-26
DALTON, TIMOTHY, GEORGE MEMBER 02/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON GREINER HARTMEN MAHER & CO SHAREHOLDER indirect 1997-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2004-02-01
BOSTON PRIVATE VALUE INVESTORS, INC. DIRECTOR direct 2005-07-01
ANCHOR CAPITAL ADVISORS LLC DIRECTOR direct 2008-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CHAIRMAN OF THE BOARD OF APPLICANT AND SHAREHOLDER direct 2004-02-01 2007-09-27
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CHAIRMAN OF APPLICANT, SHAREHOLDER direct 2004-02-01 2008-09-25
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2004-02-01 2016-10-05
GREINER, KENNETH, JOHN MEMBER 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON GREINER HARTMEN MAHER & CO CHIEF EXECUTIVE OFFICER direct 2001-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2007-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CHIEF EXECUTIVE OFFICER OF APPLICANT/SHAREHOLDER/CHIEF COMPLIANCE OFFICER direct 2004-02-01 2005-10-06
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CHIEF EXECUTIVE OFFICER OF APPLICANT/SHAREHOLDER direct 2004-02-01 2006-10-17
DALTON, GREINER, HARTMAN, MAHER & CO., LLC VICE CHAIRMAN OF APPLICANT/SHAREHOLDER direct 2007-01-01 2008-09-25
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2007-01-01 2016-10-05
GELLER, BRUCE, HOWARD MEMBER 04/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON,GRSINOR,HORTMAN,MANOR & CO LLC SENIOR VICE PRESIDENT/PORTFOLIO MANAGER OF APPLICANT/SHAREHOLDER direct 2004-02-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CO- PRESIDENT/PORTFOLIO MANAGER OF APPLICANT/SHAREHOLDER direct 2004-02-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER OF APPLICANT/SHAREHOLDER direct 2007-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CHAIRMAN OF THE BOARD OF DIRECTORS/CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER OF APPLICANT/SHAREHOLDER direct 2008-04-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2008-04-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2008-04-01
BAKER, JEFFREY, CHARLES MEMBER 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON,GRSINOR,HORTMAN,MANOR & CO LLC SENIOR VICE PRESIDENT/PORTFOLIO MANAGER OF APPLICANT/SHAREHOLDER direct 2000-07-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2007-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER OF APPLICANT/SHAREHOLDER direct 2007-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2007-01-01
GULLI, PETER, ANTHONY MEMBER 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON,GRSINOR,HORTMAN,MANOR & CO LLC VICE PRESIDENT OF APPLICANT/SHAREHOLDER direct 1999-10-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC SENIOR VICE PRESIDENT OF APPLICANT/SHAREHOLDER direct 2006-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2006-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2006-01-01
O'BRIEN, KATE, BRANIGAN MEMBER 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON,GRSINOR,HORTMAN,MANOR & CO LLC TRADER/SHAREHOLDER direct 2000-04-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC VICE PRESIDENT OF APPLICANT/SHAREHOLDER direct 2006-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2006-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2006-01-01
CASALETTO, DOLORES, ANN MEMBER 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON,GRSINOR,HORTMAN,MANOR & CO LLC VICE PRESIDENT OF APPLICANT/SHAREHOLDER direct 1990-04-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC SENIOR VICE PRESIDENT OF APPLICANT/SHAREHOLDER direct 2007-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2007-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2007-01-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC SENIOR VICE PRESIDENT/SHAREHOLDER direct 2007-01-01
DONALDS, ERIKA, BRYNNE CHIEF COMPLIANCE OFFICER 11/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2007-07-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CONTROLLER/SHAREHOLDER direct 2007-07-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CONTROLLER OF APPLICANT/SHAREHOLDER direct 2007-07-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CHIEF COMPLIANCE OFFICER direct 2007-07-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC CHIEF COMPLIANCE OFFICER direct 2015-11-01
WALTUCH, JOSHUA, AARON MEMBER 07/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2007-07-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC VICE PRESIDENT OF APPLICANT/SHAREHOLDER direct 2007-07-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2007-07-01
WATSEK, RANDALL, FRANCIS MEMBER 07/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON,GRSINOR,HORTMAN,MANOR & CO LLC RESEARCH ANALYST/SHAREHOLDER direct 2002-07-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2008-07-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2008-07-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC VICE PRESIDENT OF APPLICANT/SHAREHOLDER direct 2008-07-01
PORTER, DONALD-STEPHEN, L MEMBER 07/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2009-07-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2009-07-01
DEUTSCH, CLAYTON, GEORGE DIRECTOR 10/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
ANCHOR/RUSSELL CAPITAL ADVISORS LLC DIRECTOR direct 2010-10-01
ANCHOR CAPITAL ADVISORS LLC DIRECTOR direct 2010-10-01
BINGHAM, OSBORN & SCARBOROUGH LLC MANAGER direct 2010-10-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MANAGING MEMBER direct 2010-10-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC DIRECTOR direct 2010-10-01
KLS PROFESSIONAL ADVISORS GROUP, LLC DIRECTOR direct 2010-10-01
KLS PROFESSIONAL ADVISORS GROUP, LLC BOARD MEMBER direct 2010-10-01
BP WEALTH MANAGEMENT, LLC CHAIRMAN OF THE BOARD direct 2014-10-01
BP WEALTH MANAGEMENT, LLC DIRECTOR direct 2014-10-01
DUNN, MICHAEL, SEAN MEMBER 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2012-01-01
ELIJAH ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER direct 1999-03-01 2001-08-31
EAM PARTNERS LLC CHIEF OPERATING OFFICER direct 2000-06-01 2001-08-31
DISCOVERY CAPITAL MGMT. LLC MANAGER direct 2002-12-01 2003-01-17
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2012-01-01 2016-10-05
CHUDY, DOUGLAS, ALAN MEMBER 07/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON, GREINER, HARTMAN, MAHER & CO., LLC TITLE MEMBER direct 2013-07-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2013-07-01
GRIFFIN, COREY, ANTHONY DIRECTOR 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE BOSTON COMPANY ASSET MANAGEMENT NY, LLC CHAIRMAN/MANAGER indirect 2002-05-01
THE BOSTON COMPANY ASSET MANAGEMENT NY, LLC MANAGER direct 2007-10-01
DALTON, GREINER, HARTMAN, MAHER & CO., LLC DIRECTOR direct 2015-07-01
BOSTON PRIVATE WEALTH LLC CHIEF EXECUTIVE OFFICER AND DIRECTOR direct 2015-10-01
THE BOSTON COMPANY ASSET MANAGEMENT LLC DIRECTOR OF MARKETING direct 1994-11-01 2001-01-29
THE BOSTON COMPANY ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER AND DIRECTOR OF MANAGER direct 2001-09-01 2002-03-27
THE BOSTON COMPANY ASSET MANAGEMENT LLC PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR OF MANAGER direct 2002-05-01 2005-03-31
THE BOSTON COMPANY ASSET MANAGEMENT LLC CHAIRMAN, CHIEF EXECUTIVE OFFICER AND DIRECTOR OF MANAGER direct 2002-05-01 2005-09-09
THE BOSTON COMPANY ASSET MANAGEMENT LLC CHAIRMAN, CHIEF EXECUTIVE OFFICER AND DIRECTOR direct 2002-05-01 2006-08-02
THE BOSTON COMPANY ASSET MANAGEMENT LLC CHAIRMAN AND CHIEF EXECUTIVE OFFICER direct 2002-05-01 2006-10-05
THE BOSTON COMPANY ASSET MANAGEMENT LLC ELECTED MANAGER indirect 2002-05-01 2006-10-05
THE BOSTON COMPANY ASSET MANAGEMENT LLC CHAIRMAN AND CHIEF EXECUTIVE OFFICER/MANAGER direct 2002-05-01 2007-08-16
STANDISH MELLON ASSET MANAGEMENT COMPANY LLC BOARD MEMBER direct 2006-03-01 2008-01-16
THE BOSTON COMPANY ASSET MANAGEMENT LLC CHAIRMAN/MANAGER direct 2002-05-01 2008-04-25
THE BOSTON COMPANY ASSET MANAGEMENT NY, LLC CHAIRMAN/MANAGER direct 2007-10-01 2008-04-25
THE BOSTON COMPANY ASSET MANAGEMENT LLC MANAGER direct 2002-05-01 2011-12-22
BOSTON PRIVATE WEALTH LLC CHIEF OPERATING OFFICER direct 2015-07-01 2015-10-14
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MANAGING MEMBER direct 2015-07-01 2016-10-05
HURST, LISA, ELIZABETH MEMBER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
DALTON, GREINER, HARTMAN, MAHER & CO., LLC MEMBER direct 2017-01-01

WhaleScore history for DALTON GREINER HARTMAN MAHER & COMPANY

You must have a subscription to view WhaleScore histories

Elevate your investments