Hanlon Investment Management is based out of Egg Harbor Township. Hanlon Investment Management is a large advisory firm with 6007 clients and discretionary assets under management (AUM) of $703,646,965 (Form ADV from 2019-04-18). Their last reported 13F filing for Q1 2019 included $936,338,000 in managed 13F securities and a top 10 holdings concentration of 50.98%. Hanlon Investment Management's largest holding is Gaming and Leisure Properties Inc with shares held of 3,328,004. Whalewisdom has at least 31 13F filings
: 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.
: 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.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2017-11-14
|Performance for Q3 2017:||3.2%|
|Performance Last 4 Quarters:||18.64%|
|SEC Registration as :||Large Advisory Firm,Investment advisor to an investment company|
|Form of Organization:||Corporation|
|Number of employees:||110|
|Other Business Activities:||registered representative of a broker-dealer,insurance broker or agent,,ADVISORY SOFTWARE SERVICES|
|Advisor Fees/Compensation:||Percentage of assets under management,Hourly charges,Fixed fees|
|Amount of client funds and securities:|
|Total Number of Clients:||6007|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|
|Name||Title||Start Date||Direct/Indirect||% Ownership|
|HANLON, JOHN, JOSEPH||CHAIRMAN, CEO AND CHIEF INVESTMENT OFFICER||03/01/2000||Direct||75% or more|
|DOWNHAM, DIERDRE, A||CHIEF ADMINISTRATIVE OFFICER||09/01/2009||Direct||less than 5%|
|ADAMO, CHRISTOPHER||CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL||12/01/2017||Direct||less than 5%|
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