DEFENDER CAPITAL, LLC.

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Defender Capital is based out of Charlotte. Defender Capital is a large advisory firm with 151 clients and discretionary assets under management (AUM) of $153,000,000 (Form ADV from 2018-02-21). Their last reported 13F filing for Q4 2018 included $104,959,000 in managed 13F securities and a top 10 holdings concentration of 97.41%. Defender Capital's largest holding is Berkshire Hathaway Inc Class B with shares held of 125,488. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

DEFENDER CAPITAL
Classified as Hedge Fund
1310 SOUTH TRYON STREET SUITE 101
CHARLOTTE NC    28203
Country: United States

Business Phone: 704-373-1716
Fax: 704-494-7373
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NC
Number of employees: 6
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 10,000,000
Total Number of Clients: 151
Amount of client funds and securities by related persons: 10,000,000
Total Number of clients from related persons: 2
Disclosures: 11.D (2)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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