GROESBECK INVESTMENT MANAGEMENT CORP

HTTP://WWW.GROESBECKIM.COM PARAMUS, NJ Investment Advisor How do I update this listing?

Groesbeck Investment Management Corp is based out of Paramus. Groesbeck Investment Management Corp is a mid-sized advisory firm with 55 clients and discretionary assets under management (AUM) of $67,820,708 (Form ADV from 2021-03-31). Their last reported 13F filing for Q1 2021 included $69,409,000 in managed 13F securities and a top 10 holdings concentration of 30.31%. Groesbeck Investment Management Corp's largest holding is Lam Research Corp. with shares held of 4,817. Whalewisdom has at least 90 13F filings

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03/31/2021

13F Activity

  • Market Value $69.409 Million
  • Prior Market Value $61.046 Million
  • New Purchases9 stocks
  • Additional Purchases29 stocks
  • Sold out of5 stocks
  • Reduced holdings in15 stocks
  • Top 10 Holdings % 30.31 %
  • Turnover % [1]:15.73%
  • Turnover Alt % [2]: 6.55 %
  • Time Held Top20:7.25 quarters
  • Time Held Top10:9.70 quarters
  • Time Held All:14.80 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.

03/31/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-05-17

Performance for Q1 2021: 4.75%
Performance Last 4 Quarters: 37.97%
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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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

GROESBECK INVESTMENT MANAGEMENT CORP
12 RTE. 17 NORTH SUITE 130
PARAMUS NJ    07652
Country: United States

Business Phone: 201-291-7888
Fax: 201-291-9777
Professional Investment Advisor Data
SEC Registration as : Mid-sized Advisory Firm
Form of Organization: Corporation
Organized in: NJ
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 55
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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Insider Transactions in the past year

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GROESBECK INVESTMENT MANAGEMENT CORP

ownership team - last updated 2021-03-31
Name Title Start Date Direct/Indirect % Ownership
GROESBECK, ROBERT, PAUL PRESIDENT 07/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
GROESBECK INVESTMENT MANAGEMENT CORP PRESIDENT direct 1993-07-01
GROESBECK INVESTMENT MANAGEMENT CORP PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-01-01 2006-03-06
GROESBECK INVESTMENT MANAGEMENT CORP PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-07-01 2016-03-23
GROESBECK, THEODORE, M VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER 01/01/2005 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GROESBECK INVESTMENT MANAGEMENT CORP VICE PRESIDENT direct 2005-01-01
GROESBECK INVESTMENT MANAGEMENT CORP VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER direct 2005-01-01

GROESBECK INVESTMENT MANAGEMENT CORP

ownership team - last updated 2020-11-30
Name Title Start Date Direct/Indirect % Ownership
GROESBECK, ROBERT, PAUL PRESIDENT 07/01/1993 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GROESBECK INVESTMENT MANAGEMENT CORP PRESIDENT direct 1993-07-01
GROESBECK INVESTMENT MANAGEMENT CORP PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-01-01 2006-03-06
GROESBECK INVESTMENT MANAGEMENT CORP PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-07-01 2016-03-23
GROESBECK, THEODORE, M VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER 01/01/2005 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GROESBECK INVESTMENT MANAGEMENT CORP VICE PRESIDENT direct 2005-01-01
GROESBECK INVESTMENT MANAGEMENT CORP VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER direct 2005-01-01

GROESBECK INVESTMENT MANAGEMENT CORP

ownership team - last updated 2020-06-24
Name Title Start Date Direct/Indirect % Ownership
GROESBECK, ROBERT, PAUL PRESIDENT 07/01/1993 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GROESBECK INVESTMENT MANAGEMENT CORP PRESIDENT direct 1993-07-01
GROESBECK INVESTMENT MANAGEMENT CORP PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-01-01 2006-03-06
GROESBECK INVESTMENT MANAGEMENT CORP PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-07-01 2016-03-23
DAINESI, ROBERT, PETER EXECUTIVE VICE PRESIDENT 11/01/1993 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GROESBECK INVESTMENT MANAGEMENT CORP EXECUTIVE VICE PRESIDENT direct 1993-11-01
GROESBECK INVESTMENT MANAGEMENT CORP VICE PRESIDENT direct 1993-11-01 2004-07-15
GROESBECK, THEODORE, M VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER 01/01/2005 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GROESBECK INVESTMENT MANAGEMENT CORP VICE PRESIDENT direct 2005-01-01
GROESBECK INVESTMENT MANAGEMENT CORP VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER direct 2005-01-01

GROESBECK INVESTMENT MANAGEMENT CORP

ownership team - last updated 2020-03-31
Name Title Start Date Direct/Indirect % Ownership

GROESBECK INVESTMENT MANAGEMENT CORP

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
GROESBECK, ROBERT, PAUL PRESIDENT 07/01/1993 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GROESBECK INVESTMENT MANAGEMENT CORP PRESIDENT direct 1993-07-01
GROESBECK INVESTMENT MANAGEMENT CORP PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-01-01 2006-03-06
GROESBECK INVESTMENT MANAGEMENT CORP PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-07-01 2016-03-23
DAINESI, ROBERT, PETER EXECUTIVE VICE PRESIDENT 11/01/1993 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GROESBECK INVESTMENT MANAGEMENT CORP EXECUTIVE VICE PRESIDENT direct 1993-11-01
GROESBECK INVESTMENT MANAGEMENT CORP VICE PRESIDENT direct 1993-11-01 2004-07-15
GROESBECK, THEODORE, M VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER 01/01/2005 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GROESBECK INVESTMENT MANAGEMENT CORP VICE PRESIDENT direct 2005-01-01
GROESBECK INVESTMENT MANAGEMENT CORP VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER direct 2005-01-01

GROESBECK INVESTMENT MANAGEMENT CORP

ownership team - last updated 2017-03-22
Name Title Start Date Direct/Indirect % Ownership
GROESBECK, ROBERT, PAUL PRESIDENT 07/01/1993 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GROESBECK INVESTMENT MANAGEMENT CORP PRESIDENT direct 1993-07-01
GROESBECK INVESTMENT MANAGEMENT CORP PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-01-01 2006-03-06
GROESBECK INVESTMENT MANAGEMENT CORP PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-07-01 2016-03-23
DAINESI, ROBERT, PETER EXECUTIVE VICE PRESIDENT 11/01/1993 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GROESBECK INVESTMENT MANAGEMENT CORP EXECUTIVE VICE PRESIDENT direct 1993-11-01
GROESBECK INVESTMENT MANAGEMENT CORP VICE PRESIDENT direct 1993-11-01 2004-07-15
GROESBECK, THEODORE, M VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER 01/01/2005 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GROESBECK INVESTMENT MANAGEMENT CORP VICE PRESIDENT direct 2005-01-01
GROESBECK INVESTMENT MANAGEMENT CORP VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER direct 2005-01-01

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