FRONT ROW ADVISORS LLC

HTTPS://WWW.FRONTROWADVISORS.COM TIBURON, CA Investment Advisor How do I update this listing?

Front ROW Advisors is based out of Tiburon. Front ROW Advisors is a large advisory firm with 102 clients and discretionary assets under management (AUM) of $144,569,000 (Form ADV from 2019-02-28). Their last reported 13F filing for Q1 2019 included $128,414,000 in managed 13F securities and a top 10 holdings concentration of 26.71%. Front ROW Advisors's largest holding is Apple Inc with shares held of 49,180. Whalewisdom has at least 7 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $128.418 Million
  • Prior Market Value $114.957 Million
  • New Purchases66 stocks
  • Additional Purchases222 stocks
  • Sold out of57 stocks
  • Reduced holdings in209 stocks
  • Top 10 Holdings % 26.71 %
  • Turnover % [1]:11.29%
  • Turnover Alt % [2]: 2.61 %
  • Time Held Top20:3.45 quarters
  • Time Held Top10:3.40 quarters
  • Time Held All:3.90 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 2019-02-14

Performance for Q4 2018: -1.54%
Performance Last 4 Quarters: -1.52%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 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)

View Last Form Adv Compilation Report on Record

GENCAP PORTFOLIO MANAGEMENT
1100 MAR WEST STREET SUITE C
TIBURON CA    94920
Country: United States

Business Phone: (415) 797-6003
Fax: N/A
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,SUB-ADVISER FEES
Amount of client funds and securities: 144,569,000
Total Number of Clients: 102
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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FRONT ROW ADVISORS LLC

ownership team - last updated 2019-02-28
Name Title Start Date Direct/Indirect % Ownership
GENCAP PARTNERS, LLC MEMBER 06/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
FRONT ROW ADVISORS LLC MEMBER direct 2015-06-01
VOGEL, MICHAEL, REID MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 08/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
QCM, LLC MANAGING DIRECTOR direct 2009-09-01
FRONT ROW ADVISORS LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2015-08-01
BRADLEY, STEPHEN, ANDREW MEMBER GENCAP PARTNERS, LLC 08/01/2015 Indirect 75% or more
Fund Name Position direct/indirect start date end date
QCM, LLC MANAGING DIRECTOR direct 2011-01-01
QCM, LLC CHIEF COMPLIANCE OFFICER direct 2013-04-01
QCM, LLC CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER direct 2013-04-01
QCM, LLC CHIEF OPERATING OFFICER direct 2013-04-01
FRONT ROW ADVISORS LLC MEMBER indirect 2015-08-01

FRONT ROW ADVISORS LLC

ownership team - last updated 2018-04-06
Name Title Start Date Direct/Indirect % Ownership
GENCAP PARTNERS, LLC MEMBER 06/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
FRONT ROW ADVISORS LLC MEMBER direct 2015-06-01
VOGEL, MICHAEL, REID MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 08/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
QCM, LLC MANAGING DIRECTOR direct 2009-09-01
FRONT ROW ADVISORS LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2015-08-01
BRADLEY, STEPHEN, ANDREW MEMBER GENCAP PARTNERS, LLC 08/01/2015 Indirect 75% or more
Fund Name Position direct/indirect start date end date
QCM, LLC MANAGING DIRECTOR direct 2011-01-01
QCM, LLC CHIEF COMPLIANCE OFFICER direct 2013-04-01
QCM, LLC CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER direct 2013-04-01
QCM, LLC CHIEF OPERATING OFFICER direct 2013-04-01
FRONT ROW ADVISORS LLC MEMBER indirect 2015-08-01

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