MAGNUS FINANCIAL GROUP LLC

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

Magnus Financial Group is based out of New York. Magnus Financial Group is a large advisory firm with 321 clients and discretionary assets under management (AUM) of $310,172,122 (Form ADV from 2018-03-30). Their last reported 13F filing for Q4 2018 included $376,343,000 in managed 13F securities and a top 10 holdings concentration of 48.72%. Magnus Financial Group's largest holding is SPDR S&P 500 ETF Trust with shares held of 182,353. 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: 0.96%
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

MAGNUS FINANCIAL GROUP LLC
280 PARK AVENUE 25TH FLOOR WEST
NEW YORK NY    10017
Country: United States

Business Phone: 800-339-1367
Fax: 212-202-7670
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 321
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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MAGNUS FINANCIAL GROUP LLC

ownership team - last updated 2017-10-23
Name Title Start Date Direct/Indirect % Ownership
MAGNUS FINANCIAL HOLDINGS, LLC OWNER 07/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
MAGNUS FINANCIAL GROUP LLC OWNER direct 2017-07-01
HARRISON, DAVID, H. CHIEF COMPLIANCE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH STREET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2013-05-01
FIFTH STREET CLO MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2015-06-01
MAGNUS FINANCIAL GROUP LLC CHIEF COMPLIANCE OFFICER direct 2017-09-01
SCHWARTZ, MICHAEL, SCOTT CHIEF EXECUTIVE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MAGNUS FINANCIAL GROUP LLC OWNER indirect 2017-09-01
MAGNUS FINANCIAL GROUP LLC CHIEF EXECUTIVE OFFICER direct 2017-09-01
BARBER, THOMAS, KELLY CHIEF MARKETING OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MAGNUS FINANCIAL GROUP LLC CHIEF MARKETING OFFICER direct 2017-09-01
SCHWARTZ, MICHAEL, SCOTT OWNER MAGNUS FINANCIAL HOLDINGS, LLC 09/01/2017 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MAGNUS FINANCIAL GROUP LLC OWNER indirect 2017-09-01
MAGNUS FINANCIAL GROUP LLC CHIEF EXECUTIVE OFFICER direct 2017-09-01

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