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 101 clients and discretionary assets under management (AUM) of $158,354,255 (Form ADV from 2018-03-26). Their last reported 13F filing for Q4 2018 included $103,566,000 in managed 13F securities and a top 10 holdings concentration of 27.8%. Little House Capital's largest holding is Berkshire Hathaway Inc Class B with shares held of 17,232. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 0.47%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

LITTLE HOUSE CAPITAL, LLC
6 PARK STREET
TOPSFIELD MA    01983
Country: United States

Business Phone: 781-556-5810
Fax:
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: 101
Amount of client funds and securities by related persons: 9,171,380
Total Number of clients from related persons: 3
Disclosures:
Data above was derived from SEC filings.

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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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