RELYEA ZUCKERBERG HANSON LLC

https://www.linkedin.com/in/carl-zuckerberg-95977026 STAMFORD, CT Investment Advisor How do I update this listing?

Relyea Zuckerberg Hanson is based out of Stamford. Relyea Zuckerberg Hanson is a large advisory firm with 308 clients and discretionary assets under management (AUM) of $1,023,913,953 (Form ADV from 2020-07-14). Their last reported 13F filing for Q2 2020 included $125,432,000 in managed 13F securities and a top 10 holdings concentration of 46.63%. Relyea Zuckerberg Hanson's largest holding is Vanguard Growth ETF with shares held of 60,689. Whalewisdom has at least 3 13F filings

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06/30/2020

13F Activity

  • Market Value $125.432 Million
  • Prior Market Value $91.346 Million
  • New Purchases10 stocks
  • Additional Purchases30 stocks
  • Sold out of5 stocks
  • Reduced holdings in47 stocks
  • Top 10 Holdings % 46.63 %
  • Turnover % [1]:13.51%
  • Turnover Alt % [2]: 12.86 %
  • Time Held Top20:1.55 quarters
  • Time Held Top10:1.70 quarters
  • Time Held All:1.77 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: 28.69%
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

RZH ADVISORS LLC
ONE LANDMARK SQUARE 11TH FLOOR
STAMFORD CT    06901
Country: United States

Business Phone: 203-355-0880
Fax: 203-355-0881
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CT
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 526,534,000
Total Number of Clients: 308
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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RELYEA ZUCKERBERG HANSON, LLC

ownership team - last updated 2020-05-22
Name Title Start Date Direct/Indirect % Ownership
MILLINGTON, DANA, ANN MEMBER 03/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER direct 2000-03-01
ZUCKERBERG, CARL, JONATHAN MEMBER/CHIEF COMPLIANCE OFFICER 03/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER/CHIEF COMPLIANCE OFFICER direct 2000-03-01
COOPER, SPENCER, MORRIS MEMBER/DIRECTOR OF RESEARCH AND STRATEGY 01/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER/DIRECTOR OF RESEARCH AND STRATEGY direct 2015-01-01

RELYEA ZUCKERBERG HANSON, LLC

ownership team - last updated 2020-03-24
Name Title Start Date Direct/Indirect % Ownership

RELYEA ZUCKERBERG HANSON, LLC

ownership team - last updated 2019-08-22
Name Title Start Date Direct/Indirect % Ownership
MILLINGTON, DANA, ANN MEMBER OWNER 03/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER direct 2000-03-01
ZUCKERBERG, CARL, JONATHAN MEMBER OWNER/CHIEF COMPLIANCE OFFICER 03/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER/CHIEF COMPLIANCE OFFICER direct 2000-03-01
COOPER, SPENCER, MORRIS MEMBER OWNER/DIRECTOR OF RESEARCH AND STRATEGY 01/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER/DIRECTOR OF RESEARCH AND STRATEGY direct 2015-01-01

RELYEA ZUCKERBERG HANSON, LLC

ownership team - last updated 2019-05-02
Name Title Start Date Direct/Indirect % Ownership
MILLINGTON, DANA, ANN MEMBER OWNER 03/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER direct 2000-03-01
ZUCKERBERG, CARL, JONATHAN MEMBER OWNER/CHIEF COMPLIANCE OFFICER 03/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER/CHIEF COMPLIANCE OFFICER direct 2000-03-01
COOPER, SPENCER, MORRIS MEMBER OWNER/DIRECTOR OF RESEARCH AND STRATEGY 01/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER/DIRECTOR OF RESEARCH AND STRATEGY direct 2015-01-01

RELYEA ZUCKERBERG HANSON, LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
MILLINGTON, DANA, ANN MEMBER OWNER 03/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER direct 2000-03-01
ZUCKERBERG, CARL, JONATHAN MEMBER OWNER/CHIEF COMPLIANCE OFFICER 03/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER/CHIEF COMPLIANCE OFFICER direct 2000-03-01
COOPER, SPENCER, MORRIS MEMBER OWNER/DIRECTOR OF RESEARCH AND STRATEGY 01/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER/DIRECTOR OF RESEARCH AND STRATEGY direct 2015-01-01

RELYEA ZUCKERBERG HANSON, LLC

ownership team - last updated 2018-11-12
Name Title Start Date Direct/Indirect % Ownership
MILLINGTON, DANA, ANN MEMBER OWNER 03/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER direct 2000-03-01
ZUCKERBERG, CARL, JONATHAN MEMBER OWNER/CHIEF COMPLIANCE OFFICER 03/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER/CHIEF COMPLIANCE OFFICER direct 2000-03-01
COOPER, SPENCER, MORRIS MEMBER OWNER/DIRECTOR OF RESEARCH AND STRATEGY 01/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER/DIRECTOR OF RESEARCH AND STRATEGY direct 2015-01-01

RELYEA ZUCKERBERG HANSON, LLC

ownership team - last updated 2018-04-13
Name Title Start Date Direct/Indirect % Ownership
MILLINGTON, DANA, ANN MEMBER OWNER 03/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER direct 2000-03-01
ZUCKERBERG, CARL, JONATHAN MEMBER OWNER/CHIEF COMPLIANCE OFFICER 03/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER/CHIEF COMPLIANCE OFFICER direct 2000-03-01
COOPER, SPENCER, MORRIS MEMBER OWNER/DIRECTOR OF RESEARCH AND STRATEGY 01/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER/DIRECTOR OF RESEARCH AND STRATEGY direct 2015-01-01

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