GHP INVESTMENT ADVISORS, INC.

HTTP://WWW.GHPIA.COM DENVER, CO Investment Advisor How do I update this listing?

GHP Investment Advisors is based out of Denver. GHP Investment Advisors is a large advisory firm with 841 clients and discretionary assets under management (AUM) of $1,265,249,918 (Form ADV from 2018-06-01). Their last reported 13F filing for Q3 2019 included $804,321,000 in managed 13F securities and a top 10 holdings concentration of 17.0%. GHP Investment Advisors's largest holding is iShares Trust S&P SmallCap 600 Value Index Fund with shares held of 117,566. GHP Investment Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 52 13F filings

Subscription Required

Equal-WT
WhaleScore

?

68

S&P 500
WhaleScore

?

Subscription Required

Manager Weighted
WhaleScore

?
Download 13F Summary to Excel Create Email Alert

09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $804.321 Million
  • Prior Market Value $821.411 Million
  • New Purchases4 stocks
  • Additional Purchases112 stocks
  • Sold out of17 stocks
  • Reduced holdings in150 stocks
  • Top 10 Holdings % 17.00 %
  • Turnover % [1]:7.19%
  • Turnover Alt % [2]: 5.60 %
  • Time Held Top20:23.60 quarters
  • Time Held Top10:29.20 quarters
  • Time Held All:26.97 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: -2.17%
Performance Last 4 Quarters: -5.58%
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:
  • 2019-09-30 - 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)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

GHP INVESTMENT ADVISORS INC
Classified as Hedge Fund
1801 CALIFORNIA STREET SUITE 2200
DENVER CO    80202
Country: United States

Business Phone: 303-831-5051
Fax: 303-831-5082
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CO
Number of employees: 18
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Performance-based fees
Amount of client funds and securities: 5,856,900
Total Number of Clients: 841
Amount of client funds and securities by related persons: 22,748,500
Total Number of clients from related persons: 12
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

GHP INVESTMENT ADVISORS INC

ownership team - last updated 2019-02-25
Name Title Start Date Direct/Indirect % Ownership
FRIEDMAN, BRIAN, JAY PRESIDENT 01/01/1999 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GHP INVESTMENT ADVISORS INC PRESIDENT direct 1999-01-01
ISRAEL INVESTMENT ADVISORS, LLC PRESIDENT / CHIEF COMPLIANCE OFFICER indirect 1999-01-01
ISRAEL INVESTMENT ADVISORS, LLC PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2010-05-01
GHP INVESTMENT ADVISORS INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1999-01-01 2014-03-31
HOCHSTADT, ROBERT, WALTER PRINCIPAL 07/01/1995 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GHP INVESTMENT ADVISORS INC PRINCIPAL direct 1995-07-01
GELFOND HOCHSTADT PANGBURN PC PRESIDENT direct 2000-01-01 2003-03-28
GHP HORWATH, P.C. DIRECTOR direct 2003-01-01 2007-03-26
KAISER, JERALD, RALPH SHAREHOLDER 07/01/1995 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GHP INVESTMENT ADVISORS INC SHAREHOLDER direct 1995-07-01
GHP HORWATH, P.C. SENIOR PRINCIPAL direct 2000-01-01
GHP HORWATH, P.C. TREASURER direct 2000-01-01 2007-03-26
GHP HORWATH, P.C. SENIOR PRINCIPAL/TREASURER direct 2000-01-01 2013-03-15
WAGNER, CARIN, DAWN VICE PRESIDENT OF WEALTH MANAGEMENT 01/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GHP INVESTMENT ADVISORS INC VICE PRESIDENT OF PERSONAL WEALTH MANAGEMENT direct 2013-01-01
IVEY, SEBRINA, CHRISELDA CHIEF COMPLIANCE OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GHP INVESTMENT ADVISORS INC CHIEF COMPLIANCE OFFICER direct 2014-01-01
SULLIVAN, MICHAEL, THOMAS VICE PRESIDENT OF WEALTH MANAGEMENT 07/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GHP INVESTMENT ADVISORS INC WEALTH MANAGEMENT ADVISOR direct 2016-07-01
MCGUIRE, DEIRDRE, MARIE FINANCIAL PLANNING ASSOCIATE 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GHP INVESTMENT ADVISORS INC FINANCIAL PLANNING ASSOCIATE direct 2017-01-01
ENGLE, BRADLEY, ALLEN DIRECTOR OF RESEARCH, TRADING, AND ANALYTICS 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GHP INVESTMENT ADVISORS INC DIRECTOR OF RESEARCH, TRADING, AND ANALYTICS direct 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
GHP INTERNATIONAL REFORM AND DEVELOPMENT FUND, L.P. United States 805-5209092095 Hedge Fund 8,246,569 100,000

GHP INVESTMENT ADVISORS INC

ownership team - last updated 2018-04-03
Name Title Start Date Direct/Indirect % Ownership
SULLIVAN, MICHAEL, THOMAS WEALTH MANAGEMENT ADVISOR 07/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GHP INVESTMENT ADVISORS INC WEALTH MANAGEMENT ADVISOR direct 2016-07-01
FRIEDMAN, BRIAN, JAY PRESIDENT 01/01/1999 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GHP INVESTMENT ADVISORS INC PRESIDENT direct 1999-01-01
ISRAEL INVESTMENT ADVISORS, LLC PRESIDENT / CHIEF COMPLIANCE OFFICER indirect 1999-01-01
ISRAEL INVESTMENT ADVISORS, LLC PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2010-05-01
GHP INVESTMENT ADVISORS INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1999-01-01 2014-03-31
HOCHSTADT, ROBERT, WALTER PRINCIPAL 07/01/1995 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GHP INVESTMENT ADVISORS INC PRINCIPAL direct 1995-07-01
GELFOND HOCHSTADT PANGBURN PC PRESIDENT direct 2000-01-01 2003-03-28
GHP HORWATH, P.C. DIRECTOR direct 2003-01-01 2007-03-26
KAISER, JERALD, RALPH SHAREHOLDER 07/01/1995 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GHP INVESTMENT ADVISORS INC SHAREHOLDER direct 1995-07-01
GHP HORWATH, P.C. SENIOR PRINCIPAL direct 2000-01-01
GHP HORWATH, P.C. TREASURER direct 2000-01-01 2007-03-26
GHP HORWATH, P.C. SENIOR PRINCIPAL/TREASURER direct 2000-01-01 2013-03-15
WAGNER, CARIN, DAWN VICE PRESIDENT OF PERSONAL WEALTH MANAGEMENT 01/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GHP INVESTMENT ADVISORS INC VICE PRESIDENT OF PERSONAL WEALTH MANAGEMENT direct 2013-01-01
IVEY, SEBRINA, CHRISELDA CHIEF COMPLIANCE OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GHP INVESTMENT ADVISORS INC CHIEF COMPLIANCE OFFICER direct 2014-01-01
MCGUIRE, DEIRDRE, MARIE FINANCIAL PLANNING ASSOCIATE 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GHP INVESTMENT ADVISORS INC FINANCIAL PLANNING ASSOCIATE direct 2017-01-01
ENGLE, BRADLEY, ALLEN DIRECTOR OF RESEARCH, TRADING, AND ANALYTICS 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GHP INVESTMENT ADVISORS INC DIRECTOR OF RESEARCH, TRADING, AND ANALYTICS direct 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
GHP INTERNATIONAL REFORM AND DEVELOPMENT FUND, L.P. United States 805-5209092095 Hedge Fund 7,000,838 100,000

WhaleScore history for GHP INVESTMENT ADVISORS, INC.

You must have a subscription to view WhaleScore histories

Elevate your investments