REYNDERS MCVEIGH CAPITAL MANAGEMENT, LLC

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Reynders Mcveigh Capital Management is based out of Boston. Reynders Mcveigh Capital Management is a large advisory firm with 1471 clients and discretionary assets under management (AUM) of $1,734,349,731 (Form ADV from 2018-10-01). Their last reported 13F filing for Q3 2019 included $936,576,000 in managed 13F securities and a top 10 holdings concentration of 34.05%. Reynders Mcveigh Capital Management's largest holding is Mastercard Inc with shares held of 161,871. Reynders Mcveigh Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 45 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $936.576 Million
  • Prior Market Value $932.354 Million
  • New Purchases20 stocks
  • Additional Purchases76 stocks
  • Sold out of9 stocks
  • Reduced holdings in90 stocks
  • Top 10 Holdings % 34.05 %
  • Turnover % [1]:12.95%
  • Turnover Alt % [2]: 2.89 %
  • Time Held Top20:17.95 quarters
  • Time Held Top10:6.20 quarters
  • Time Held All:18.17 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 4.44%
Performance Last 4 Quarters: 14.88%
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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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR/A (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR/A (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR/A (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR/A (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR/A (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC
121 HIGH STREET 4TH FLOOR
BOSTON MA    02110
Country: United States

Business Phone: 617-226-9999
Fax: 617-226-9998
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: MA
Number of employees: 25
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 139,251,000
Total Number of Clients: 1471
Amount of client funds and securities by related persons: 139,251,000
Total Number of clients from related persons: 43
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
REYNDERS, CHARLTON MANAGING MEMBER 09/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC MANAGING MEMBER direct 2005-09-01
LOWELL BLAKE & ASSOCIATES INC. VICE PRESIDENT direct 1994-06-01 2001-03-29
LOWELL BLAKE & ASSOCIATES INC. VICE PRESIDENT AND OWNER direct 2000-10-01 2003-04-01
LOWELL BLAKE & ASSOCIATES INC. EXEC. VICE PRESIDENT AND OWNER direct 2003-06-01 2005-03-30
LOWELL BLAKE & ASSOCIATES INC. PRINCIPAL direct 2005-05-01 2005-09-06
REYNDERS CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2005-09-01 2005-10-20
REYNDERS CAPITAL MANAGEMENT, LLC PRESIDENT direct 2005-09-01 2005-10-20
REYNDERS CAPITAL MANAGEMENT, LLC CHAIRMAN, CHIEF COMPLIANCE OFFICER direct 2005-09-01 2005-11-07
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC MEMBER MANAGER, CHIEF COMPLIANCE OFFICER direct 2005-09-01 2005-11-10
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2005-09-01 2006-03-10
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC MEMBER MANAGER/CHIEF COMPLIANCE OFFICER direct 2005-09-01 2011-09-23
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2005-09-01 2015-05-05
MCVEIGH, PATRICK, JOHNSON MANAGING MEMBER 10/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC MANAGING MEMBER direct 2005-10-01
LOWELL BLAKE & ASSOCIATES INC. VICE PRESIDENT direct 2001-07-01 2005-03-30
LOWELL BLAKE & ASSOCIATES INC. PRINCIPAL direct 2005-05-01 2005-09-06
LOWELL BLAKE & ASSOCIATES INC. PRINCIPAL AND DIRECTOR direct 2005-05-01 2005-09-13
REYNDERS CAPITAL MANAGEMENT, LLC PRESIDENT direct 2005-10-01 2005-11-07
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC MEMBER MANAGER direct 2005-10-01 2011-09-23
BREMER, SUSAN, MULLEN CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER direct 2015-10-01
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER direct 2015-10-01
ROCHE, THOMAS, MICHAEL CHIEF OPERATING OFFICER 07/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC CHIEF OPERATING OFFICER direct 2012-07-01

REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC

ownership team - last updated 2018-04-05
Name Title Start Date Direct/Indirect % Ownership
REYNDERS, CHARLTON MANAGING MEMBER 09/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC MANAGING MEMBER direct 2005-09-01
LOWELL BLAKE & ASSOCIATES INC. VICE PRESIDENT direct 1994-06-01 2001-03-29
LOWELL BLAKE & ASSOCIATES INC. VICE PRESIDENT AND OWNER direct 2000-10-01 2003-04-01
LOWELL BLAKE & ASSOCIATES INC. EXEC. VICE PRESIDENT AND OWNER direct 2003-06-01 2005-03-30
LOWELL BLAKE & ASSOCIATES INC. PRINCIPAL direct 2005-05-01 2005-09-06
REYNDERS CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2005-09-01 2005-10-20
REYNDERS CAPITAL MANAGEMENT, LLC PRESIDENT direct 2005-09-01 2005-10-20
REYNDERS CAPITAL MANAGEMENT, LLC CHAIRMAN, CHIEF COMPLIANCE OFFICER direct 2005-09-01 2005-11-07
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC MEMBER MANAGER, CHIEF COMPLIANCE OFFICER direct 2005-09-01 2005-11-10
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2005-09-01 2006-03-10
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC MEMBER MANAGER/CHIEF COMPLIANCE OFFICER direct 2005-09-01 2011-09-23
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2005-09-01 2015-05-05
MCVEIGH, PATRICK, JOHNSON MANAGING MEMBER 10/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC MANAGING MEMBER direct 2005-10-01
LOWELL BLAKE & ASSOCIATES INC. VICE PRESIDENT direct 2001-07-01 2005-03-30
LOWELL BLAKE & ASSOCIATES INC. PRINCIPAL direct 2005-05-01 2005-09-06
LOWELL BLAKE & ASSOCIATES INC. PRINCIPAL AND DIRECTOR direct 2005-05-01 2005-09-13
REYNDERS CAPITAL MANAGEMENT, LLC PRESIDENT direct 2005-10-01 2005-11-07
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC MEMBER MANAGER direct 2005-10-01 2011-09-23
BREMER, SUSAN, MULLEN CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER direct 2015-10-01
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER direct 2015-10-01
ROCHE, THOMAS, MICHAEL CHIEF OPERATING OFFICER 07/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC CHIEF OPERATING OFFICER direct 2012-07-01

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