HIGHLANDER CAPITAL MANAGEMENT, LLC

HTTP://WWW.HIGHLANDERCAPITAL.COM SHORT HILLS, NJ Investment Advisor Hedge Fund How do I update this listing?

Highlander Capital Management is based out of Short Hills. Highlander Capital Management is a hedge fund with 240 clients and discretionary assets under management (AUM) of $212,355,846 (Form ADV from 2020-03-26). Their last reported 13F filing for Q1 2020 included $134,104,000 in managed 13F securities and a top 10 holdings concentration of 27.97%. Highlander Capital Management's largest holding is UnitedHealth Group Inc. with shares held of 24,440. Whalewisdom has at least 39 13F filings

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03/31/2020

13F Activity

  • Market Value $139.021 Million
  • Prior Market Value $173.54 Million
  • New Purchases71 stocks
  • Additional Purchases67 stocks
  • Sold out of28 stocks
  • Reduced holdings in60 stocks
  • Top 10 Holdings % 26.98 %
  • Turnover % [1]:17.77%
  • Turnover Alt % [2]: 5.80 %
  • Time Held Top20:9.58 quarters
  • Time Held Top10:9.67 quarters
  • Time Held All:18.99 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.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 29.69%
Performance Last 4 Quarters: 3.45%
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

HIGHLANDER CAPITAL MANAGEMENT LLC
Classified as Hedge Fund
535 MILLBURN AVENUE
SHORT HILLS NJ    07078
Country: United States

Business Phone: 973-718-3511
Fax: 973-718-3515
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NJ
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 240
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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HIGHLANDER CAPITAL MANAGEMENT LLC

ownership team - last updated 2020-03-26
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
HIGHLANDER BANK HOLDINGS, LLC United States 805-6456001793 Hedge Fund 1,784,458 100,000

HIGHLANDER CAPITAL MANAGEMENT LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
MACWRIGHT, DOUGLAS, ALAN SENIOR MANAGING DIRECTOR 06/01/1996 Direct 75% or more
Fund Name Position direct/indirect start date end date
HIGHLANDER CAPITAL MANAGEMENT LLC SENIOR MANAGING DIRECTOR direct 1996-06-01
WEECK, ECKART, ALEXANDER CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
HIGHLANDER CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR direct 2004-10-01
HIGHLANDER CAPITAL MANAGEMENT LLC COMPLIANCE/MANAGING DIRECTOR direct 2000-01-01 2005-03-18
BARKER, ELLEN, SANDLER MANAGING DIRECTOR 01/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
HIGHLANDER CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2000-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
HIGHLANDER BANK HOLDINGS, LLC United States 805-6456001793 Hedge Fund 1,858,944 100,000

HIGHLANDER CAPITAL MANAGEMENT LLC

ownership team - last updated 2017-03-16
Name Title Start Date Direct/Indirect % Ownership
MACWRIGHT, DOUGLAS, ALAN SENIOR MANAGING DIRECTOR 06/01/1996 Direct 75% or more
Fund Name Position direct/indirect start date end date
HIGHLANDER CAPITAL MANAGEMENT LLC SENIOR MANAGING DIRECTOR direct 1996-06-01
WEECK, ECKART, ALEXANDER CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
HIGHLANDER CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR direct 2004-10-01
HIGHLANDER CAPITAL MANAGEMENT LLC COMPLIANCE/MANAGING DIRECTOR direct 2000-01-01 2005-03-18
BARKER, ELLEN, SANDLER MANAGING DIRECTOR 01/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
HIGHLANDER CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2000-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
HIGHLANDER BANK HOLDINGS, LLC United States 805-6456001793 Hedge Fund 4,448,010 100,000

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