Okeefe Stevens Advisory is based out of Rochester. Okeefe Stevens Advisory is a large advisory firm with 366 clients and discretionary assets under management (AUM) of $160,858,770 (Form ADV from 2019-01-24). Their last reported 13F filing for Q2 2019 included $133,938,000 in managed 13F securities and a top 10 holdings concentration of 56.23%. Okeefe Stevens Advisory's largest holding is NVIDIA Corp. with shares held of 69,348. Whalewisdom has at least 8 13F filings
: 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.
: 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.
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|SEC Registration as :||Large Advisory Firm|
|Form of Organization:||Corporation|
|Number of employees:||4|
|Other Business Activities:|
|Advisor Fees/Compensation:||Percentage of assets under management,Hourly charges,Fixed fees|
|Amount of client funds and securities:||168,455,000|
|Total Number of Clients:||366|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|