LEVIN EASTERLY PARTNERS LLC

http://www.LevinEasterly.com NEW YORK, NY Investment Advisor How do I update this listing?

Also known as:

  • KALICHSTEIN AVSHALOM Y
  • CRATE DARRELL W

Levin Easterly Partners is based out of New York. Levin Easterly Partners is a large advisory firm with 56 clients and discretionary assets under management (AUM) of $5,277,542,000 (Form ADV from 2019-04-09). Their last reported 13F filing for Q1 2019 included $4,144,436,000 in managed 13F securities and a top 10 holdings concentration of 45.95%. Levin Easterly Partners's largest holding is DuPont de Nemours, Inc. (Dow Chemical) with shares held of 4,725,470. Whalewisdom has at least 1 13F filings, 3 13D filings, 3 13G filings, and 8 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2019-04-12. The notice included securities offered of Equity

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: -0.56%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Russell Investments Group, Ltd.

View Last Form Adv Compilation Report on Record

LEVIN EASTERLY PARTNERS LLC
Classified as Hedge Fund
595 MADISON AVENUE 17TH FLOOR
NEW YORK NY    10022-1907
Country: United States

Business Phone: 212-259-0800
Fax: 212-259-0859
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 20
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 56
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2019-04-12 D INVESTING Equity INDEFINITE 0 INDEFINITE
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
DARRELL CRATE subscription required
    EXECUTIVE OFFICER
GLENN AIGEN subscription required
    EXECUTIVE OFFICER
JOHN PARTNERS MURPHY subscription required
    EXECUTIVE OFFICER
RICHARD ROOT subscription required
    EXECUTIVE OFFICER

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