NATURAL INVESTMENTS, LLC

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Natural Investments is based out of Windsor. Natural Investments is a large advisory firm with 1005 clients and discretionary assets under management (AUM) of $1,310,258,625 (Form ADV from 2020-06-25). Their last reported 13F filing for Q2 2020 included $322,394,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Natural Investments's largest holding is Teledyne Technologies, Inc. with shares held of 525,773. Whalewisdom has at least 2 13F filings

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06/30/2020

Top Buys

  • Name% Change

06/30/2020

Top Sells

  • Name% Change

06/30/2020

13F Activity

  • Market Value $322.394 Million
  • Prior Market Value $319.254 Million
  • New Purchases0 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:1.00 quarters
  • Time Held Top10:1.00 quarters
  • Time Held All:1.00 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.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 16.47%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

NATURAL INVESTMENTS

  

Business Phone: 707-758-0171
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CO
Number of employees: 20
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,FINANCL PLNG FEES EITHER ON A PROJECT, HOURLY OR RETAINER BASIS
Amount of client funds and securities: 134,877,000
Total Number of Clients: 1005
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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NATURAL INVESTMENTS, LLC

ownership team - last updated 2020-06-25
Name Title Start Date Direct/Indirect % Ownership
BRILL, HAROLD, ARTHUR PARTNER 01/01/1999 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
NATURAL INVESTMENT SERVICES, INC. PRESIDENT direct 1999-01-01
PECK, CHRISTOPHER, JAMES CHIEF COMPLIANCE OFFICER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
NATURAL INVESTMENT SERVICES, INC. CHIEF COMPLIANCE OFFICER direct 2006-02-01
NATURAL INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2007-04-01
KRAMER, MICHAEL, A PRINCIPAL 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
NATURAL INVESTMENT SERVICES, INC. PRINCIPAL direct 2007-04-01
MAPHALALA, MALAIKA, THANDI PARTNER 04/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
NATURAL INVESTMENTS, LLC PARTNER direct 2017-04-01
FRAZIER, JAMES, RICE PARTNER 04/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
NATURAL INVESTMENTS, LLC PARTNER direct 2017-04-01
PITTS, GREGORY, E. PARTNER 04/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
NATURAL INVESTMENTS, LLC PARTNER direct 2017-04-01

NATURAL INVESTMENTS, LLC

ownership team - last updated 2020-03-17
Name Title Start Date Direct/Indirect % Ownership

NATURAL INVESTMENTS, LLC

ownership team - last updated 2019-03-19
Name Title Start Date Direct/Indirect % Ownership
BRILL, HAROLD, ARTHUR PARTNER 01/01/1999 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
NATURAL INVESTMENT SERVICES, INC. PRESIDENT direct 1999-01-01
PECK, CHRISTOPHER, JAMES CHIEF COMPLIANCE OFFICER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
NATURAL INVESTMENT SERVICES, INC. CHIEF COMPLIANCE OFFICER direct 2006-02-01
NATURAL INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2007-04-01
KRAMER, MICHAEL, A PRINCIPAL 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
NATURAL INVESTMENT SERVICES, INC. PRINCIPAL direct 2007-04-01
MAPHALALA, MALAIKA, THANDI PARTNER 04/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
NATURAL INVESTMENTS, LLC PARTNER direct 2017-04-01
FRAZIER, JAMES, RICE PARTNER 04/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
NATURAL INVESTMENTS, LLC PARTNER direct 2017-04-01
PITTS, GREGORY, E. PARTNER 04/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
NATURAL INVESTMENTS, LLC PARTNER direct 2017-04-01

NATURAL INVESTMENTS, LLC

ownership team - last updated 2017-10-26
Name Title Start Date Direct/Indirect % Ownership
BRILL, HAROLD, ARTHUR PRESIDENT 01/01/1999 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
NATURAL INVESTMENT SERVICES, INC. PRESIDENT direct 1999-01-01
PECK, CHRISTOPHER, JAMES CHIEF COMPLIANCE OFFICER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
NATURAL INVESTMENT SERVICES, INC. CHIEF COMPLIANCE OFFICER direct 2006-02-01
NATURAL INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2007-04-01
KRAMER, MICHAEL, A PRINCIPAL 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
NATURAL INVESTMENT SERVICES, INC. PRINCIPAL direct 2007-04-01
MAPHALALA, MALAIKA, THANDI PARTNER 04/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
NATURAL INVESTMENTS, LLC PARTNER direct 2017-04-01
FRAZIER, JAMES, RICE PARTNER 04/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
NATURAL INVESTMENTS, LLC PARTNER direct 2017-04-01
PITTS, GREGORY, E. PARTNER 04/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
NATURAL INVESTMENTS, LLC PARTNER direct 2017-04-01

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