10-15 ASSOCIATES, INC.

HTTP://WWW.1015ASSOCIATES.COM GOSHEN, NY Investment Advisor How do I update this listing?

10-15 Associates is based out of Goshen. 10-15 Associates is a large advisory firm with 1253 clients and discretionary assets under management (AUM) of $895,296,047 (Form ADV from 2020-03-18). Their last reported 13F filing for Q2 2020 included $495,936,000 in managed 13F securities and a top 10 holdings concentration of 36.58%. 10-15 Associates's largest holding is Verizon Communications (Bell Atlantic Corp.) with shares held of 688,237. 10-15 Associates has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 39 13F filings

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06/30/2020

13F Activity

  • Market Value $495.936 Million
  • Prior Market Value $429.095 Million
  • New Purchases8 stocks
  • Additional Purchases51 stocks
  • Sold out of4 stocks
  • Reduced holdings in30 stocks
  • Top 10 Holdings % 36.58 %
  • Turnover % [1]:12.37%
  • Turnover Alt % [2]: 4.02 %
  • Time Held Top20:10.60 quarters
  • Time Held Top10:8.80 quarters
  • Time Held All:17.14 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: 23.25%
Performance Last 4 Quarters: -4.37%
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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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

10-15 ASSOCIATES, INC.
9 COATES DRIVE SUITE 3
GOSHEN NY    10924
Country: United States

Business Phone: 845-294-2080
Fax: 845-294-3072
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NY
Number of employees: 14
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 663,530,000
Total Number of Clients: 1253
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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10-15 ASSOCIATES, INC.

ownership team - last updated 2020-05-26
Name Title Start Date Direct/Indirect % Ownership
DEMATTEO, MICHAEL, ANTHONY PRESIDENT 01/01/1997 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
OSCAN ASSOCIATES, INC. PRESIDENT direct 1997-01-01
DEMATTEO, DEBORAH, LYNN VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 01/01/1997 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
10-15 ASSOCIATES, INC. VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1997-01-01
OSCAN ASSOCIATES, INC. VICE PRESIDENT direct 1997-01-01 2004-07-23
OSCAN ASSOCIATES, INC. CHIEF COMPLIANCE OFFICER direct 2004-07-01 2004-07-23

10-15 ASSOCIATES, INC.

ownership team - last updated 2020-03-18
Name Title Start Date Direct/Indirect % Ownership

10-15 ASSOCIATES, INC.

ownership team - last updated 2019-12-16
Name Title Start Date Direct/Indirect % Ownership
DEMATTEO, MICHAEL, ANTHONY PRESIDENT 01/01/1997 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
OSCAN ASSOCIATES, INC. PRESIDENT direct 1997-01-01
DEMATTEO, DEBORAH, LYNN VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 01/01/1997 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
10-15 ASSOCIATES, INC. VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1997-01-01
OSCAN ASSOCIATES, INC. VICE PRESIDENT direct 1997-01-01 2004-07-23
OSCAN ASSOCIATES, INC. CHIEF COMPLIANCE OFFICER direct 2004-07-01 2004-07-23

10-15 ASSOCIATES, INC.

ownership team - last updated 2019-03-20
Name Title Start Date Direct/Indirect % Ownership
DEMATTEO, MICHAEL, ANTHONY PRESIDENT 01/01/1997 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
OSCAN ASSOCIATES, INC. PRESIDENT direct 1997-01-01
DEMATTEO, DEBORAH, LYNN VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 01/01/1997 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
10-15 ASSOCIATES, INC. VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1997-01-01
OSCAN ASSOCIATES, INC. VICE PRESIDENT direct 1997-01-01 2004-07-23
OSCAN ASSOCIATES, INC. CHIEF COMPLIANCE OFFICER direct 2004-07-01 2004-07-23

10-15 ASSOCIATES, INC.

ownership team - last updated 2017-03-28
Name Title Start Date Direct/Indirect % Ownership
DEMATTEO, MICHAEL, ANTHONY PRESIDENT 01/01/1997 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
OSCAN ASSOCIATES, INC. PRESIDENT direct 1997-01-01
DEMATTEO, DEBORAH, LYNN VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 01/01/1997 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
10-15 ASSOCIATES, INC. VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1997-01-01
OSCAN ASSOCIATES, INC. VICE PRESIDENT direct 1997-01-01 2004-07-23
OSCAN ASSOCIATES, INC. CHIEF COMPLIANCE OFFICER direct 2004-07-01 2004-07-23

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