GRIFFIN ASSET MANAGEMENT, INC.

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

Also known as:

  • HOVEY YOUNGMAN ASSOCIATES INC

Griffin Asset Management is based out of New York. Griffin Asset Management is a large advisory firm with 454 clients and discretionary assets under management (AUM) of $541,617,502 (Form ADV from 2018-03-28). Their last reported 13F filing for Q4 2018 included $592,542,000 in managed 13F securities and a top 10 holdings concentration of 24.73%. Griffin Asset Management's largest holding is Universal Display Corp with shares held of 377,904. Whalewisdom has at least 68 13F filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $592.542 Million
  • Prior Market Value $679.475 Million
  • New Purchases7 stocks
  • Additional Purchases84 stocks
  • Sold out of22 stocks
  • Reduced holdings in85 stocks
  • Top 10 Holdings % 24.73 %
  • Turnover % [1]:12.61%
  • Turnover Alt % [2]: 5.39 %
  • Time Held Top20:4.45 quarters
  • Time Held Top10:4.20 quarters
  • Time Held All:4.60 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 2018-08-14

Performance for Q2 2018: 6.73%
Performance Last 4 Quarters: 11.28%
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:
  • 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)
  • 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)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (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

GRIFFIN ASSET MANAGEMENT, INC.
230 PARK AVENUE FLOOR 10 SUITE 61
NEW YORK NY    10169
Country: United States

Business Phone: 917-484-5608
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NY
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 0
Total Number of Clients: 454
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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Form 4 - Recent Insider Transactions

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GRIFFIN ASSET MANAGEMENT, INC.

ownership team - last updated 2017-10-25
Name Title Start Date Direct/Indirect % Ownership
FAMIGLETTI, THOMAS, ANGELO CHIEF COMPLIANCE OFFICER 01/01/2006 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GRIFFIN ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 1995-10-01
GRIFFIN ASSET MANAGEMENT LLC MANAGING DIRECTOR indirect 1996-03-01
GRIFFIN ASSET MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2006-01-01
GRIFFIN ASSET MANAGEMENT, INC. MANAGING DIRECTOR direct 2006-01-01 2010-03-19
FAMIGLETTI, DOUGLAS, MAXWELL PRESIDENT & CHIEF INVESTMENT OFFICER 03/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GRIFFIN ASSET MANAGEMENT LLC MANAGING DIRECTOR indirect 1996-03-01
GRIFFIN ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICE AND MANAGING DIRECTOR direct 2003-09-01
GRIFFIN ASSET MANAGEMENT, INC. PRESIDENT & CHIEF INVESTMENT OFFICER direct 2010-03-01
LEBENTHAL ASSET MANAGEMENT, LLC CO-CEO, CO-CCO direct 2017-06-01
GRIFFIN ASSET MANAGEMENT LLC INDR/SH indirect 1996-03-01 2004-02-20
GRIFFIN ASSET MANAGEMENT LLC INDIR/SH indirect 1996-03-01 2005-02-01
GRIFFIN ASSET MANAGEMENT LLC IND/SHR indirect 1996-03-01 2005-02-02
GRIFFIN ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2003-09-01 2005-02-02
GRIFFIN ASSET MANAGEMENT, INC. MANAGING DIRECTOR direct 2006-01-01 2009-03-19
GRIFFIN ASSET MANAGEMENT, INC. MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER direct 2009-10-01 2010-03-19
LEBENTHAL ASSET MANAGEMENT, LLC CO-CEO direct 2017-06-01 2017-06-26

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