LITTLE HOUSE CAPITAL LLC

HTTPS://LITTLEHOUSECAPITAL.COM/ TOPSFIELD, MA Investment Advisor How do I update this listing?

Little House Capital is based out of Topsfield. Little House Capital is a large advisory firm with 131 clients and discretionary assets under management (AUM) of $198,136,767 (Form ADV from 2018-05-01). Their last reported 13F filing for Q1 2019 included $133,458,000 in managed 13F securities and a top 10 holdings concentration of 25.52%. Little House Capital's largest holding is Apple Inc with shares held of 21,777. Whalewisdom has at least 2 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $133.458 Million
  • Prior Market Value $103.566 Million
  • New Purchases200 stocks
  • Additional Purchases63 stocks
  • Sold out of0 stocks
  • Reduced holdings in27 stocks
  • Top 10 Holdings % 25.52 %
  • Turnover % [1]:67.34%
  • Turnover Alt % [2]: 14.41 %
  • Time Held Top20:0.90 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:0.33 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 2019-05-15

Performance for Q1 2019: 4.3%
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)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

LITTLE HOUSE CAPITAL, LLC
35 BRAINTREE HILL PARK #100
BRAINTREE MA    02184
Country: United States

Business Phone: 617-545-5600
Fax: 617-294-5396
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MA
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 0
Total Number of Clients: 131
Amount of client funds and securities by related persons: 13,093,000
Total Number of clients from related persons: 7
Disclosures:
Data above was derived from SEC filings.

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LITTLE HOUSE CAPITAL, LLC

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
KOZAK, MICHAEL, CHARLES MEMBER 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CABOT MONEY MANAGEMENT INC COMPLIANCE OFFICER direct 2004-10-01
CABOT MONEY MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2004-10-01
CABOT MONEY MANAGEMENT INC CHIEF COMPLIANCE OFFICER & DIRECTOR OF WEALTH MANAGEMENT direct 2004-10-01
EAST COAST ASSET MANAGEMENT PRINCIPAL direct 2010-08-01
EAST COAST ASSET MANAGEMENT, LLC MEMBER/CHIEF COMPLIANCE OFFICER direct 2011-07-01
EAST COAST ASSET MANAGEMENT, LLC PRINCIPAL direct 2011-07-01
EAST COAST ASSET MANAGEMENT, LLC SENIOR MANAGING DIRECTOR/PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2011-07-01
LITTLE HOUSE CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2017-08-01
STIMSON, ROBERT, CHENEY MANAGING MEMBER 08/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
LITTLE HOUSE CAPITAL, LLC MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER direct 2017-08-01
DAVID, JEREMY, SUNDANCE CHIEF COMPLIANCE OFFICER 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITTLE HOUSE CAPITAL, LLC MEMBER direct 2017-11-01
MOISE, JAMES, REGINALD MEMBER 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITTLE HOUSE CAPITAL, LLC MEMBER direct 2017-11-01
GILLESPIE, SCOTT, ANDREW MEMBER 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITTLE HOUSE CAPITAL, LLC MEMBER direct 2017-11-01
MURPHY, ROBERT, BYRON MEMBER 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
EAST COAST ASSET MANAGEMENT PRINCIPAL direct 2009-10-01
EAST COAST ASSET MANAGEMENT, LLC MEMBER direct 2011-07-01
EAST COAST ASSET MANAGEMENT, LLC PRINCIPAL direct 2011-07-01
EAST COAST ASSET MANAGEMENT, LLC SENIOR MANAGING DIRECTOR/PRINCIPAL direct 2011-07-01

LITTLE HOUSE CAPITAL, LLC

ownership team - last updated 2017-11-08
Name Title Start Date Direct/Indirect % Ownership
KOZAK, MICHAEL, CHARLES MEMBER / CHIEF COMPLIANCE OFFICER 08/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CABOT MONEY MANAGEMENT INC COMPLIANCE OFFICER direct 2004-10-01
CABOT MONEY MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2004-10-01
CABOT MONEY MANAGEMENT INC CHIEF COMPLIANCE OFFICER & DIRECTOR OF WEALTH MANAGEMENT direct 2004-10-01
EAST COAST ASSET MANAGEMENT PRINCIPAL direct 2010-08-01
EAST COAST ASSET MANAGEMENT, LLC MEMBER/CHIEF COMPLIANCE OFFICER direct 2011-07-01
EAST COAST ASSET MANAGEMENT, LLC PRINCIPAL direct 2011-07-01
EAST COAST ASSET MANAGEMENT, LLC SENIOR MANAGING DIRECTOR/PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2011-07-01
LITTLE HOUSE CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2017-08-01
STIMSON, ROBERT, CHENEY MANAGING MEMBER 08/01/2017 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LITTLE HOUSE CAPITAL, LLC MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER direct 2017-08-01
DAVID, JEREMY, SUNDANCE MEMBER 11/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LITTLE HOUSE CAPITAL, LLC MEMBER direct 2017-11-01
MOISE, JAMES, REGINALD MEMBER 11/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LITTLE HOUSE CAPITAL, LLC MEMBER direct 2017-11-01
GILLESPIE, SCOTT, ANDREW MEMBER 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITTLE HOUSE CAPITAL, LLC MEMBER direct 2017-11-01
MCCARTHY, SHAWN, MICHAEL MEMBER 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITTLE HOUSE CAPITAL, LLC MEMBER direct 2017-11-01
MURPHY, ROBERT, BYRON MEMBER 11/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EAST COAST ASSET MANAGEMENT PRINCIPAL direct 2009-10-01
EAST COAST ASSET MANAGEMENT, LLC MEMBER direct 2011-07-01
EAST COAST ASSET MANAGEMENT, LLC PRINCIPAL direct 2011-07-01
EAST COAST ASSET MANAGEMENT, LLC SENIOR MANAGING DIRECTOR/PRINCIPAL direct 2011-07-01

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