LOEB PARTNERS CORP

HTTP://WWW.LOEBPARTNERS.COM NEW YORK, NY Investment Advisor Activist Investor How do I update this listing?

Loeb Partners Corp is based out of New York. Loeb Partners Corp is a large advisory firm with 159 clients and discretionary assets under management (AUM) of $442,767,291 (Form ADV from 2017-12-01). Whalewisdom has at least 45 13F filings, 124 13D filings, 1 13G filings, and 1 Form 4 filings

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06/30/2019

Top Buys

  • Name% Change

06/30/2019

13F Holdings Summary

As of June 30, 2019, Loeb Partners Corp is no longer managing clients accounts and has no holdings to report.

06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $0
  • Prior Market Value $4.863 Million
  • New Purchases0 stocks
  • Additional Purchases0 stocks
  • Sold out of156 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % %
  • Turnover % [1]:15,600.00%
  • Turnover Alt % [2]: %
  • Time Held Top20:
  • Time Held Top10:
  • Time Held All:

[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: -0.56%
Performance Last 4 Quarters: 6.09%
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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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR/A (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR/A (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR/A (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

LOEB PARTNERS CORPORATION
100 WALL STREET 19TH FLOOR
NEW YORK NY    10005
Country: United States

Business Phone: 212-483-7000
Fax: 212-574-2001
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 20
Other Business Activities: broker-dealer
Advisor Fees/Compensation: Percentage of assets under management,Commissions
Amount of client funds and securities: 442,767,000
Total Number of Clients: 159
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons: 0
Disclosures: 11.E (2)
Data above was derived from SEC filings.

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LOEB PARTNERS CORPORATION

ownership team - last updated 2018-12-20
Name Title Start Date Direct/Indirect % Ownership
TCHEREPNINE, PETER ALEXANDROVICH CHIEF EXECUTIVE OFFICER 04/01/1982 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOEB PARTNERS CORPORATION EXECUTIVE VICE PRESIDENT, MANAGING DIRECTOR AND ROSFP direct 1982-04-01
LOEB PARTNERS MANAGEMENT INC PRESIDENT, DIRECTOR direct 1993-01-01
LOEB PARTNERS CORPORATION EXEC. V.P., CROP, SROP, DIR. direct 1982-04-01 2008-01-28
LOEB ARBITRAGE MANAGEMENT INC V.P., DIRECTOR direct 1991-02-01 2008-03-04
LOEB HOLDING CORPORATION SHAREHOLDER 04/01/1982 Direct 75% or more
Fund Name Position direct/indirect start date end date
LOEB ARBITRAGE MANAGEMENT LP LIMITED PARTNER direct 1985-02-01
LOEB PARTNERS MANAGEMENT INC SHAREHOLDER direct 1993-01-01
LOEB OFFSHORE MANAGEMENT LP LIMITED PARTNER direct 2002-10-01
LOEB PARTNERS CORPORATION SHAREHOLDER direct 1982-04-01
LOEB PARTNERS MANAGEMENT INC HOLDER direct 1993-01-01 2008-01-18
LOEB ARBITRAGE MANAGEMENT INC HOLDER direct 1985-02-01 2008-03-04
LOEB ARBITRAGE MANAGEMENT LLC SHAREHOLDER direct 1985-02-01 2009-10-27
LOEB OFFSHORE MANAGEMENT, LLC OWNER direct 2002-10-01 2009-10-27
LOEB OFFSHORE MANAGEMENT LP MEMBER indirect 2010-03-01 2012-09-06
LOEB ARBITRAGE MANAGEMENT LP MEMBER indirect 2010-03-01 2013-08-02
LOEB OFFSHORE MANAGEMENT LP MEMBER indirect 2010-03-01 2013-08-02
CORWELL, COLLEEN, ELIZABETH CHIEF COMPLIANCE OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOEB PARTNERS CORPORATION CHIEF COMPLIANCE OFFICER direct 2016-01-01
LOEB PARTNERS MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2017-01-01
EAGLEHILL ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
FASANARA CAPITAL LTD. CCO direct 2016-02-01
WENDEL NORTH AMERICA, LLC CHIEF COMPLIANCE OFFICER direct 2017-02-01
PATEL, JIGISHA, B CHEIF FINANCIAL OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOEB PARTNERS CORPORATION CHEIF FINANCIAL OFFICER direct 2018-07-01
LHC MARITAL TRUST FBO ANN KEMPNER TRUST LOEB HOLDING CORPORATION 12/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
LOEB PARTNERS CORPORATION TRUST indirect 2018-12-01

LOEB PARTNERS CORPORATION

ownership team - last updated 2018-06-12
Name Title Start Date Direct/Indirect % Ownership
TCHEREPNINE, PETER ALEXANDROVICH CHIEF EXECUTIVE OFFICER 04/01/1982 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOEB PARTNERS CORPORATION EXECUTIVE VICE PRESIDENT, MANAGING DIRECTOR AND ROSFP direct 1982-04-01
LOEB PARTNERS MANAGEMENT INC PRESIDENT, DIRECTOR direct 1993-01-01
LOEB PARTNERS CORPORATION EXEC. V.P., CROP, SROP, DIR. direct 1982-04-01 2008-01-28
LOEB ARBITRAGE MANAGEMENT INC V.P., DIRECTOR direct 1991-02-01 2008-03-04
LOEB HOLDING CORPORATION SHAREHOLDER 04/01/1982 Direct 75% or more
Fund Name Position direct/indirect start date end date
LOEB ARBITRAGE MANAGEMENT LP LIMITED PARTNER direct 1985-02-01
LOEB PARTNERS MANAGEMENT INC SHAREHOLDER direct 1993-01-01
LOEB OFFSHORE MANAGEMENT LP LIMITED PARTNER direct 2002-10-01
LOEB PARTNERS CORPORATION SHAREHOLDER direct 1982-04-01
LOEB PARTNERS MANAGEMENT INC HOLDER direct 1993-01-01 2008-01-18
LOEB ARBITRAGE MANAGEMENT INC HOLDER direct 1985-02-01 2008-03-04
LOEB ARBITRAGE MANAGEMENT LLC SHAREHOLDER direct 1985-02-01 2009-10-27
LOEB OFFSHORE MANAGEMENT, LLC OWNER direct 2002-10-01 2009-10-27
LOEB OFFSHORE MANAGEMENT LP MEMBER indirect 2010-03-01 2012-09-06
LOEB ARBITRAGE MANAGEMENT LP MEMBER indirect 2010-03-01 2013-08-02
LOEB OFFSHORE MANAGEMENT LP MEMBER indirect 2010-03-01 2013-08-02
HAYWARD, JAMES MICHAEL CHEIF FINANCIAL OFFICER AND FINOP 11/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOEB PARTNERS CORPORATION CHEIF FINANCIAL OFFICER AND FINOP direct 2014-11-01
CORWELL, COLLEEN ELIZABETH CHIEF COMPLIANCE OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
LOEB PARTNERS CORPORATION CHIEF COMPLIANCE OFFICER direct 2016-01-01
LOEB PARTNERS MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2017-01-01
EAGLEHILL ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
FASANARA CAPITAL LTD. CCO direct 2016-02-01
WENDEL NORTH AMERICA, LLC CHIEF COMPLIANCE OFFICER direct 2017-02-01
KEMPNER, THOMAS LENOX SHAREHOLDER LOEB HOLDING CORPORATION 04/01/1982 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
LOEB PARTNERS MANAGEMENT INC SHAREHOLDER indirect 1976-09-01
LOEB ARBITRAGE MANAGEMENT INC SHAREHOLDER indirect 1976-09-01
LOEB PARTNERS CORPORATION SHAREHOLDER indirect 1982-04-01
LOEB OFFSHORE MANAGEMENT, LLC SHAREHOLDER indirect 1982-04-01
LOEB PARTNERS CORPORATION CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF OPERATING OFFICER direct 1982-04-01
LOEB ARBITRAGE MANAGEMENT LP DIRECTOR AND CHAIRMAN OF THE BOARD direct 1985-02-01
LOEB PARTNERS MANAGEMENT INC CHAIRMAN OF LHC direct 1993-01-01
LOEB OFFSHORE MANAGEMENT LP DIRECTOR AND CHAIRMAN OF THE BOARD direct 2002-10-01
CARL M. LOEB ADVISORY PARTNERS L.P. CHAIRMAN OF THE BOARD OF MANAGERS indirect 2007-05-01
CARL M. LOEB ADVISORY PARTNERS L.P. CHAIRMAN direct 2009-12-01
LOEB PARTNERS MANAGEMENT INC CHAIRMAN, DIRECTOR direct 1993-01-01 2003-12-16
LOEB ARBITRAGE MANAGEMENT INC CHAIRMAN,DIRECTOR direct 1985-02-01 2004-03-11
LOEB PARTNERS CORPORATION CHAIRMAN, CEO direct 1982-04-01 2004-06-10
LOEB PARTNERS CORPORATION CHAIRMAN, CEO,CCO direct 1982-04-01 2005-12-09
LOEB OFFSHORE MANAGEMENT, LLC MANAGER, CCO direct 2002-10-01 2006-02-01
LOEB OFFSHORE MANAGEMENT, LLC CEO, DIRECTOR indirect 1982-04-01 2008-01-18
LOEB PARTNERS MANAGEMENT INC CHAIRMAN, DIRECTOR, CCO direct 1993-01-01 2008-01-18
LOEB OFFSHORE MANAGEMENT, LLC MANAGER direct 2002-10-01 2008-01-18
LOEB PARTNERS CORPORATION CHAIRMAN, CEO indirect 1982-04-01 2008-01-28
LOEB PARTNERS CORPORATION CHAIRMAN, CEO, COO direct 1982-04-01 2008-01-28
LOEB ARBITRAGE MANAGEMENT INC CHAIRMAN,DIRECTOR, CCO direct 1985-02-01 2008-03-04
LOEB ARBITRAGE MANAGEMENT LLC DIRECTOR AND CHAIRMAN OF THE BOARD OF MANAGERS direct 1985-02-01 2009-10-27
LOEB OFFSHORE MANAGEMENT, LLC DIRECTOR AND CHAIRMAN OF THE BOARD OF MANAGERS direct 2002-10-01 2009-10-27
LOEB ARBITRAGE MANAGEMENT LP SHAREHOLDER indirect 1976-09-01 2013-08-02
LOEB PARTNERS CORPORATION CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, AND PRESIDENT direct 1982-04-01 2014-01-22
LOEB PARTNERS CORPORATION CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER direct 1982-04-01 2015-12-28
LOEB PARTNERS MANAGEMENT INC CHAIRMAN OF THE BOARD, DIRECTOR direct 1993-01-01 2016-01-04

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