HBK SORCE ADVISORY LLC

HTTP://WWW.HBKSORCE.COM ERIE, PA Investment Advisor How do I update this listing?

HBK Sorce Advisory is based out of Erie. HBK Sorce Advisory is a large advisory firm with 4151 clients and discretionary assets under management (AUM) of $2,232,049,915 (Form ADV from 2016-07-01). Their last reported 13F filing for Q2 2019 included $1,036,440,000 in managed 13F securities and a top 10 holdings concentration of 40.82%. HBK Sorce Advisory's largest holding is Schwab U.S. Large-Cap ETF with shares held of 2,080,084. HBK Sorce Advisory has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 58 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

06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $1.036 Billion
  • Prior Market Value $1.001 Billion
  • New Purchases26 stocks
  • Additional Purchases156 stocks
  • Sold out of46 stocks
  • Reduced holdings in191 stocks
  • Top 10 Holdings % 40.82 %
  • Turnover % [1]:17.48%
  • Turnover Alt % [2]: 7.16 %
  • Time Held Top20:8.40 quarters
  • Time Held Top10:10.90 quarters
  • Time Held All:14.20 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: 0.75%
Performance Last 4 Quarters: -4.26%
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:
  • 2019-06-30 - 13F-HR/A (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/A (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/A (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR/A (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/A (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR/A (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/A (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

HBKS WEALTH ADVISORS
ZUCK ROAD OFFICE PARK 5121 ZUCK ROAD
ERIE PA    16506
Country: United States

Business Phone: 814-836-5776
Fax: 814-836-5779
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: OH
Number of employees: 50
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 88,733,700
Total Number of Clients: 4151
Amount of client funds and securities by related persons: 34,370,400
Total Number of clients from related persons: 62
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

HBK SORCE ADVISORY LLC

ownership team - last updated 2018-11-30
Name Title Start Date Direct/Indirect % Ownership
HBK SORCE FINANCIAL LLC PARENT COMPANY 06/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
HBK ADVISORY SERVICES LLC PARENT COMPANY direct 2000-06-01
HBK SORCE ADVISORY LLC OWNER indirect 2001-03-01
PARK SHORE PARTNERS LLC PARENT COMPANY direct 2007-06-01
PARK SHORE PARTNERS LLC MEMBER direct 2007-06-01 2008-10-08
WILSON, PHILLIP, LYLE TREASURER 03/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC TREASURER direct 2001-03-01
HBK ADVISORY SERVICES LLC PRESIDENT direct 2000-06-01 2004-05-07
HBK SORCE ADVISORY LLC PRESIDENT/CCO direct 2004-07-01 2005-08-26
HBK SORCE ADVISORY LLC PRESIDENT direct 2004-07-01 2006-08-09
ALLEGRETTI, CHRISTOPHER, MARK CHAIRMAN 03/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC CHAIRMAN direct 2001-03-01
HBK ADVISORY SERVICES LLC CHAIRMAN AND TREASURER direct 2001-05-01 2006-08-09
METHOD ENTERPRISES, LLC ELECTED MANAGER indirect 2001-03-01 2011-11-17
SORCE, CHRISTOPHER, NEAL MEMBER 03/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
SORCE FINANCIAL GROUP INC SECRETARY/TREASURER direct 1995-01-01
HBK SORCE ADVISORY LLC MEMBER direct 2001-03-01
HBK SORCE ADVISORY LLC MANAGING PRINCIPAL direct 2001-05-01 2006-08-09
SORCE, GREGORY, JOSEPH MEMBER 03/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
SORCE FINANCIAL GROUP INC PRESIDENT direct 1995-01-01
HBK SORCE ADVISORY LLC MEMBER direct 2001-03-01
HBK SORCE ADVISORY LLC SECRETARY AND MANAGING PRINCIPAL direct 2001-05-01 2006-08-09
PICCIRILLO, RAYMOND, DEAN MEMBER 03/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
SORCE FINANCIAL GROUP INC CHIEF OPERATING OFFICER direct 1998-12-01
HBK SORCE ADVISORY LLC MEMBER direct 2001-03-01
HBK SORCE ADVISORY LLC CHIEF OPERATING OFFICER direct 2001-05-01 2005-08-26
HBK SORCE ADVISORY LLC COO/CCO direct 2001-05-01 2006-04-04
HBK SORCE ADVISORY LLC COO/CHIEF COMPLIANCE OFFICER direct 2001-05-01 2006-08-09
HBK SORCE ADVISORY LLC MEMBER direct 2006-03-01 2006-09-15
MORROW, RICHARD, CHARLES MEMBER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2006-03-01
HBK SORCE ADVISORY LLC SECRETARY direct 2006-03-01
SCHRAMM, STEPHEN, CARL MEMBER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2006-03-01
CROSS, SCOTT, ALLAN MEMBER 09/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER direct 2006-09-01
HBK SORCE ADVISORY LLC CHIEF OPERATING OFFICER direct 2006-09-01
HBK SORCE ADVISORY LLC CHIEF OPERATING OFFICER; MEMBER (09/2009 direct 2006-09-01
PARK SHORE PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2011-03-01
WASSMANN, MICHAEL, GUSTAVE CHIEF COMPLIANCE OFFICER 08/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC CHIEF COMPLIANCE OFFICER direct 2011-08-01
PARK SHORE PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2011-08-01
PARK SHORE PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2011-09-01
BAER, DAN, E MEMBER 09/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2009-09-01
PARK SHORE PARTNERS LLC PRESIDENT direct 2007-06-01
SOMMERS, BRIAN, SCOTT CHIEF INVESTMENT OFFICER, MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC DIRECTOR OF ASSET MANAGEMENT direct 2014-05-01
RRZ INVESTMENT MANAGEMENT INC PORTFOLIO MANAGER direct 2001-07-01 2002-09-17
MCKINLEY CARTER WEALTH SERVICES, INC. CHIEF INVESTMENT OFFICER direct 2007-11-01 2013-03-28
FUSION INVESTMENT GROUP, LLC CCO, PORTFOLIO MANAGER direct 2013-10-01 2014-05-30
HALL, GERALD, WILLIAM MEMBER 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2016-04-01
ARCORACI, JAMES, ANTHONY MEMBER 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2016-04-01
RINN, STEVEN, MICHAEL MEMBER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2016-09-01
DARWISH, DAVID MEMBER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2016-09-01
AMBROSETTI, QUINTO, FABIO MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2017-09-01
COSTIGAN, MATTHEW, JAMES MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2017-09-01
FURTWANGLER, RYAN, HENRY MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2017-09-01
CASEY, WILLIAM, FRANCIS MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOCUST CAPITAL MANAGEMENT LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2009-07-01
LOCUST CAPITAL MANAGEMENT-EPA, LLC CHIEF COMPLIANCE OFFICER direct 2015-11-01
LOCUST CAPITAL MANAGEMENT-WNY, LLC CHIEF COMPLIANCE OFFICER direct 2015-11-01
LOCUST CAPITAL MANAGEMENT- WPA, LLC CHIEF COMPLIANCE OFFICER direct 2015-11-01
REPETTO, AUGUSTINE, ANTON MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOCUST CAPITAL MANAGEMENT LLC MANAGING MEMBER direct 2008-07-01
MALLETTE, BRIAN, WILLIAM MEMBER 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2018-09-01
TARANTO, THOMAS, J MEMBER 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2018-09-01
TAYLOR, BRITTANY, LAUREN MEMBER 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2018-09-01
HILL, BARTH, & KING FINANCIAL HOLDINGS LLC OWNER HBK SORCE HOLDINGS LLC 01/01/2009 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
PARK SHORE PARTNERS LLC OWNER indirect 2008-08-01
HBK SORCE ADVISORY LLC OWNER indirect 2009-01-01
HBK ADVISORY SERVICES LLC OWNER indirect 2001-03-01 2003-01-14
PARK SHORE PARTNERS LLC OWNER indirect 2001-03-01 2008-10-08
HBK SORCE ADVISORY LLC OWNER indirect 2001-03-01 2009-08-20
HBK SORCE HOLDINGS LLC OWNER HBK SORCE FINANCIAL LLC 03/01/2001 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HBK ADVISORY SERVICES LLC PARENT COMPANY direct 2000-06-01
HBK SORCE ADVISORY LLC OWNER indirect 2001-03-01
PARK SHORE PARTNERS LLC PARENT COMPANY direct 2007-06-01
PARK SHORE PARTNERS LLC MEMBER direct 2007-06-01 2008-10-08

HBK SORCE ADVISORY LLC

ownership team - last updated 2018-06-25
Name Title Start Date Direct/Indirect % Ownership
HBK SORCE FINANCIAL LLC PARENT COMPANY 06/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
HBK ADVISORY SERVICES LLC PARENT COMPANY direct 2000-06-01
HBK SORCE ADVISORY LLC OWNER indirect 2001-03-01
PARK SHORE PARTNERS LLC PARENT COMPANY direct 2007-06-01
PARK SHORE PARTNERS LLC MEMBER direct 2007-06-01 2008-10-08
WILSON, PHILLIP, LYLE TREASURER 03/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC TREASURER direct 2001-03-01
HBK ADVISORY SERVICES LLC PRESIDENT direct 2000-06-01 2004-05-07
HBK SORCE ADVISORY LLC PRESIDENT/CCO direct 2004-07-01 2005-08-26
HBK SORCE ADVISORY LLC PRESIDENT direct 2004-07-01 2006-08-09
ALLEGRETTI, CHRISTOPHER, MARK CHAIRMAN 03/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC CHAIRMAN direct 2001-03-01
HBK ADVISORY SERVICES LLC CHAIRMAN AND TREASURER direct 2001-05-01 2006-08-09
METHOD ENTERPRISES, LLC ELECTED MANAGER indirect 2001-03-01 2011-11-17
SORCE, CHRISTOPHER, NEAL MEMBER 03/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
SORCE FINANCIAL GROUP INC SECRETARY/TREASURER direct 1995-01-01
HBK SORCE ADVISORY LLC MEMBER direct 2001-03-01
HBK SORCE ADVISORY LLC MANAGING PRINCIPAL direct 2001-05-01 2006-08-09
SORCE, GREGORY, JOSEPH MEMBER 03/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
SORCE FINANCIAL GROUP INC PRESIDENT direct 1995-01-01
HBK SORCE ADVISORY LLC MEMBER direct 2001-03-01
HBK SORCE ADVISORY LLC SECRETARY AND MANAGING PRINCIPAL direct 2001-05-01 2006-08-09
PICCIRILLO, RAYMOND, DEAN MEMBER 03/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
SORCE FINANCIAL GROUP INC CHIEF OPERATING OFFICER direct 1998-12-01
HBK SORCE ADVISORY LLC MEMBER direct 2001-03-01
HBK SORCE ADVISORY LLC CHIEF OPERATING OFFICER direct 2001-05-01 2005-08-26
HBK SORCE ADVISORY LLC COO/CCO direct 2001-05-01 2006-04-04
HBK SORCE ADVISORY LLC COO/CHIEF COMPLIANCE OFFICER direct 2001-05-01 2006-08-09
HBK SORCE ADVISORY LLC MEMBER direct 2006-03-01 2006-09-15
MORROW, RICHARD, CHARLES MEMBER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2006-03-01
HBK SORCE ADVISORY LLC SECRETARY direct 2006-03-01
SCHRAMM, STEPHEN, CARL MEMBER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2006-03-01
CROSS, SCOTT, ALLAN MEMBER 09/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER direct 2006-09-01
HBK SORCE ADVISORY LLC CHIEF OPERATING OFFICER direct 2006-09-01
HBK SORCE ADVISORY LLC CHIEF OPERATING OFFICER; MEMBER (09/2009 direct 2006-09-01
PARK SHORE PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2011-03-01
WASSMANN, MICHAEL, GUSTAVE CHIEF COMPLIANCE OFFICER 08/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC CHIEF COMPLIANCE OFFICER direct 2011-08-01
PARK SHORE PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2011-08-01
PARK SHORE PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2011-09-01
BAER, DAN, E MEMBER 09/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2009-09-01
PARK SHORE PARTNERS LLC PRESIDENT direct 2007-06-01
SOMMERS, BRIAN, SCOTT CHIEF INVESTMENT OFFICER, MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC DIRECTOR OF ASSET MANAGEMENT direct 2014-05-01
RRZ INVESTMENT MANAGEMENT INC PORTFOLIO MANAGER direct 2001-07-01 2002-09-17
MCKINLEY CARTER WEALTH SERVICES, INC. CHIEF INVESTMENT OFFICER direct 2007-11-01 2013-03-28
FUSION INVESTMENT GROUP, LLC CCO, PORTFOLIO MANAGER direct 2013-10-01 2014-05-30
HALL, GERALD, WILLIAM MEMBER 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2016-04-01
ARCORACI, JAMES, ANTHONY MEMBER 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2016-04-01
RINN, STEVEN, MICHAEL MEMBER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2016-09-01
DARWISH, DAVID MEMBER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2016-09-01
AMBROSETTI, QUINTO, FABIO MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2017-09-01
COSTIGAN, MATTHEW, JAMES MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2017-09-01
FURTWANGLER, RYAN, HENRY MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HBK SORCE ADVISORY LLC MEMBER direct 2017-09-01
CASEY, WILLIAM, FRANCIS MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOCUST CAPITAL MANAGEMENT LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2009-07-01
LOCUST CAPITAL MANAGEMENT-EPA, LLC CHIEF COMPLIANCE OFFICER direct 2015-11-01
LOCUST CAPITAL MANAGEMENT-WNY, LLC CHIEF COMPLIANCE OFFICER direct 2015-11-01
LOCUST CAPITAL MANAGEMENT- WPA, LLC CHIEF COMPLIANCE OFFICER direct 2015-11-01
REPETTO, AUGUSTINE, ANTON MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOCUST CAPITAL MANAGEMENT LLC MANAGING MEMBER direct 2008-07-01
HILL, BARTH, & KING FINANCIAL HOLDINGS LLC OWNER HBK SORCE HOLDINGS LLC 01/01/2009 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
PARK SHORE PARTNERS LLC OWNER indirect 2008-08-01
HBK SORCE ADVISORY LLC OWNER indirect 2009-01-01
HBK ADVISORY SERVICES LLC OWNER indirect 2001-03-01 2003-01-14
PARK SHORE PARTNERS LLC OWNER indirect 2001-03-01 2008-10-08
HBK SORCE ADVISORY LLC OWNER indirect 2001-03-01 2009-08-20
HBK SORCE HOLDINGS LLC OWNER HBK SORCE FINANCIAL LLC 03/01/2001 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HBK ADVISORY SERVICES LLC PARENT COMPANY direct 2000-06-01
HBK SORCE ADVISORY LLC OWNER indirect 2001-03-01
PARK SHORE PARTNERS LLC PARENT COMPANY direct 2007-06-01
PARK SHORE PARTNERS LLC MEMBER direct 2007-06-01 2008-10-08

WhaleScore history for HBK SORCE ADVISORY LLC

You must have a subscription to view WhaleScore histories

Elevate your investments