HCR WEALTH ADVISORS

HTTP://WWW.HCRWEALTH.COM LOS ANGELES, CA Investment Advisor How do I update this listing?

HCR Wealth Advisors is based out of Los Angeles. HCR Wealth Advisors is a large advisory firm with 831 clients and discretionary assets under management (AUM) of $1,049,506,686 (Form ADV from 2018-04-04). Their last reported 13F filing for Q2 2018 included $304,765,000 in managed 13F securities and a top 10 holdings concentration of 47.11%. HCR Wealth Advisors's largest holding is Apple Inc with shares held of 189,534. Whalewisdom has at least 8 13F filings

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06/30/2018

13F Sector Allocation Over Time

06/30/2018

13F Activity

  • Market Value $304.765 Million
  • Prior Market Value $288.349 Million
  • New Purchases9 stocks
  • Additional Purchases80 stocks
  • Sold out of6 stocks
  • Reduced holdings in45 stocks
  • Top 10 Holdings % 47.11 %
  • Turnover % [1]:8.77%
  • Turnover Alt % [2]: 13.04 %
  • Time Held Top20:4.60 quarters
  • Time Held Top10:4.40 quarters
  • Time Held All:5.13 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: 5.59%
Performance Last 4 Quarters: 12.09%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 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/A (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

HCR WEALTH ADVISORS
Classified as Hedge Fund
10866 WISHIRE BLVD. SUITE 1600
LOS ANGELES CA    90024
Country: United States

Business Phone: 310-473-5445
Fax: 310-473-5775
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CA
Number of employees: 17
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 532,364,000
Total Number of Clients: 831
Amount of client funds and securities by related persons: 232,500
Total Number of clients from related persons: 6
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 06/30/2018

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ownership team - last updated 2017-12-05
Name Title Start Date Direct/Indirect % Ownership
HELLER, GREGORY, SANDOR PRESIDENT 08/01/1988 Direct 75% or more
Fund Name Position direct/indirect start date end date
HELLER CAPITAL RESOURCES FINANCIAL & INSURANCE SERVICES INC. PRESIDENT direct 1988-08-01
HELLER CAPITAL RESOURCES FINANCIAL & INSURANCE SERVICES INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1988-08-01 2005-02-28
WEINBERGER, STEVEN, JEFF SENIOR MANAGING DIRECTOR 01/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
HELLER CAPITAL RESOURCES FINANCIAL & INSURANCE SERVICES INC. CHIEF COMPLIANCE OFFICER direct 2004-01-01
PUATHASNANON, SAM, SUEBPONG CHIEF COMPLIANCE OFFICER 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HCR WEALTH ADVISORS CHIEF COMPLIANCE OFFICER direct 2017-11-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
CR PROJECT United States 805-6788249418 Real Estate Fund 2,325,000 100,000
ownership team - last updated 2017-02-28
Name Title Start Date Direct/Indirect % Ownership
HELLER, GREGORY, SANDOR PRESIDENT 08/01/1988 Direct 75% or more
Fund Name Position direct/indirect start date end date
HELLER CAPITAL RESOURCES FINANCIAL & INSURANCE SERVICES INC. PRESIDENT direct 1988-08-01
HELLER CAPITAL RESOURCES FINANCIAL & INSURANCE SERVICES INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1988-08-01 2005-02-28
WEINBERGER, STEVEN, JEFF CHIEF COMPLIANCE OFFICER 01/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
HELLER CAPITAL RESOURCES FINANCIAL & INSURANCE SERVICES INC. CHIEF COMPLIANCE OFFICER direct 2004-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
CR PROJECT United States 805-6788249418 Real Estate Fund 2,325,000 100,000

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