JACKSON, GRANT INVESTMENT ADVISERS, INC.

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Jackson, Grant Investment Advisers is based out of Stamford. Jackson, Grant Investment Advisers is a large advisory firm with 100 clients and discretionary assets under management (AUM) of $363,438,089 (Form ADV from 2020-02-24). Their last reported 13F filing for Q1 2020 included $135,553,000 in managed 13F securities and a top 10 holdings concentration of 58.97%. Jackson, Grant Investment Advisers's largest holding is SPDR S&P 500 ETF Trust with shares held of 62,688. Jackson, Grant Investment Advisers has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 19 13F filings

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03/31/2020

13F Activity

  • Market Value $135.553 Million
  • Prior Market Value $184.695 Million
  • New Purchases6 stocks
  • Additional Purchases101 stocks
  • Sold out of9 stocks
  • Reduced holdings in46 stocks
  • Top 10 Holdings % 58.97 %
  • Turnover % [1]:6.94%
  • Turnover Alt % [2]: 11.60 %
  • Time Held Top20:13.05 quarters
  • Time Held Top10:12.70 quarters
  • Time Held All:12.37 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: 22.08%
Performance Last 4 Quarters: 0.89%
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

JACKSON, GRANT INVESTMENT ADVISERS, INC.
TWO HIGH RIDGE PARK
STAMFORD CT    06905
Country: United States

Business Phone: 203-322-1198
Fax: 203-322-3741
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities:
Total Number of Clients: 100
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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JACKSON, GRANT INVESTMENT ADVISERS, INC.

ownership team - last updated 2020-02-24
Name Title Start Date Direct/Indirect % Ownership

JACKSON, GRANT INVESTMENT ADVISERS, INC.

ownership team - last updated 2019-03-04
Name Title Start Date Direct/Indirect % Ownership
JASON, J, JULIE PRESIDENT/CHIEF COMPLIANCE OFFICER 02/01/1992 Direct 75% or more
Fund Name Position direct/indirect start date end date
JACKSON, GRANT INVESTMENT ADVISERS, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1992-02-01
JACKSON, GRANT INVESTMENT ADVISERS, INC. PRESIDENT direct 1992-02-01 2005-03-31
TENREIRO, MICHAEL VICE PRESIDENT 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
JACKSON, GRANT INVESTMENT ADVISERS, INC. VICE PRESIDENT direct 2018-07-01
CARROLL, ROBERT, T VICE PRESIDENT 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
JACKSON, GRANT INVESTMENT ADVISERS, INC. VICE PRESIDENT direct 2018-07-01

JACKSON, GRANT INVESTMENT ADVISERS, INC.

ownership team - last updated 2018-10-05
Name Title Start Date Direct/Indirect % Ownership
JASON, J, JULIE PRESIDENT/CHIEF COMPLIANCE OFFICER 02/01/1992 Direct 75% or more
Fund Name Position direct/indirect start date end date
JACKSON, GRANT INVESTMENT ADVISERS, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1992-02-01
JACKSON, GRANT INVESTMENT ADVISERS, INC. PRESIDENT direct 1992-02-01 2005-03-31
TENREIRO, MICHAEL VICE PRESIDENT 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
JACKSON, GRANT INVESTMENT ADVISERS, INC. VICE PRESIDENT direct 2018-07-01
CARROLL, ROBERT, T VICE PRESIDENT 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
JACKSON, GRANT INVESTMENT ADVISERS, INC. VICE PRESIDENT direct 2018-07-01

JACKSON, GRANT INVESTMENT ADVISERS, INC.

ownership team - last updated 2017-03-08
Name Title Start Date Direct/Indirect % Ownership
JASON, J, JULIE PRESIDENT/CHIEF COMPLIANCE OFFICER 02/01/1992 Direct 75% or more
Fund Name Position direct/indirect start date end date
JACKSON, GRANT INVESTMENT ADVISERS, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1992-02-01
JACKSON, GRANT INVESTMENT ADVISERS, INC. PRESIDENT direct 1992-02-01 2005-03-31

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