SIGNALPOINT ASSET MANAGEMENT, LLC

HTTP://WWW.WALNUTCAPITALMANAGEMENT.COM SPRINGFIELD, MO Investment Advisor How do I update this listing?

Signalpoint Asset Management is based out of Springfield. Signalpoint Asset Management is a large advisory firm with 489 clients and discretionary assets under management (AUM) of $381,691,560 (Form ADV from 2020-05-11). Their last reported 13F filing for Q2 2020 included $222,356,000 in managed 13F securities and a top 10 holdings concentration of 36.55%. Signalpoint Asset Management's largest holding is OReilly Automotive Inc. with shares held of 54,554. Signalpoint Asset Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 32 13F filings The firm last filed a Form D notice of exempt offering of securities on 2013-01-08. The notice included securities offered of Equity

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06/30/2020

13F Activity

  • Market Value $222.356 Million
  • Prior Market Value $190.352 Million
  • New Purchases19 stocks
  • Additional Purchases65 stocks
  • Sold out of8 stocks
  • Reduced holdings in83 stocks
  • Top 10 Holdings % 36.55 %
  • Turnover % [1]:14.67%
  • Turnover Alt % [2]: 4.61 %
  • Time Held Top20:14.40 quarters
  • Time Held Top10:8.50 quarters
  • Time Held All:16.39 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: 21.21%
Performance Last 4 Quarters: 9.57%
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

SIGNALPOINT ASSET MANAGEMENT LLC
1201 E. WALNUT STREET
SPRINGFIELD MO    65802
Country: United States

Business Phone: 417-869-9980
Fax: 417-869-9987
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MO
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:
Total Number of Clients: 489
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.C (1),11.C (2),11.C (4),11.C (5),11.E (2),11.E (4)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2013-01-08 D INVESTING Equity 300,000 300,000 0
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
MICHAEL JAMES ORZEL subscription required
    EXECUTIVE OFFICER DIRECTOR
THOMAS MELDRUM VEALE subscription required
    EXECUTIVE OFFICER DIRECTOR

SIGNALPOINT ASSET MANAGEMENT LLC

ownership team - last updated 2020-05-11
Name Title Start Date Direct/Indirect % Ownership
VEALE, THOMAS, MELDRUM MANAGING MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER 06/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT CHIEF INVESTMENT OFFICER direct 2008-06-01
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER, CHIEF INVESTMENT OFFICER direct 2008-06-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER direct 2008-06-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC CHIEF INVESTMENT OFFICER, MANAGING MEMBER indirect 2008-06-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC CHIEF INVESTMENT OFFICER, MEMBER indirect 2008-06-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC MANAGER direct 2012-04-01
ORZEL, MICHAEL, JAMES MANAGING MEMBER, MANAGING DIRECTOR, CHIEF OPERATING OFFICER 08/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER, MANGING DIRECTOR direct 2008-08-01
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER, MANGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2008-08-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING MEMBER, MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER direct 2008-08-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING MEMBER, MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER direct 2008-08-01
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER direct 2008-08-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING MEMBER, MANAGING DIRECTOR, CHIEF OPERATING OFFICER direct 2008-08-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER, MANAGING MEMBER indirect 2008-06-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER, MEMBER indirect 2008-06-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER AND MANAGER direct 2012-04-01
GRIFFITHS, DAVID, J. MEMBER 01/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER direct 2009-11-01
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER direct 2010-01-01
TIMSON, GLENN, H MEMBER 12/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER direct 2010-12-01
HANDY, JOHN, WENDLAND MANAGING DIRECTOR, PORTFOLIO STRATEGIST, CHIEF EXECUTIVE OFFICER 01/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR, PORTFOLIO STRATEGIST direct 2014-01-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR, PORTFOLIO STRATEGIST, CHIEF EXECUTIVE OFFICER direct 2014-01-01
TIMSON, JONATHAN, CRAIG MANAGING DIRECTOR 09/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2014-01-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2014-09-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2014-09-01
WALKER, DENNIS MEMBER 06/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER direct 2008-06-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2014-01-01
WALKER ASSET MANAGEMENT, LLC MANAGER, MEMBER, CHIEF COMPLIANCE OFFICER direct 2016-08-01
COSTENBADER, WALTER, RUSSELL CHIEF COMPLIANCE OFFICER 02/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEBSTER INVESTMENT SERVICES, INC. VP/CCO/FINOP direct 1999-09-01
SIGNALPOINT ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
SPEARHEAD CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-11-01
PRIVATE CLIENT SERVICES, LLC CFO/FINOP direct 2009-08-01 2011-02-22
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC CHIEF COMPLAINCE OFFICER direct 2014-09-01 2015-03-31
DESTRA CAPITAL ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2014-11-01 2016-12-12
PORTER WHITE INVESTMENT ADVISORS, INC. CCO direct 2014-10-01 2017-06-21

SIGNALPOINT ASSET MANAGEMENT LLC

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

SIGNALPOINT ASSET MANAGEMENT LLC

ownership team - last updated 2019-03-01
Name Title Start Date Direct/Indirect % Ownership
VEALE, THOMAS, MELDRUM MANAGING MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER 06/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT CHIEF INVESTMENT OFFICER direct 2008-06-01
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER, CHIEF INVESTMENT OFFICER direct 2008-06-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER direct 2008-06-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC CHIEF INVESTMENT OFFICER, MANAGING MEMBER indirect 2008-06-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC CHIEF INVESTMENT OFFICER, MEMBER indirect 2008-06-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC MANAGER direct 2012-04-01
ORZEL, MICHAEL, JAMES MANAGING MEMBER, MANAGING DIRECTOR, CHIEF OPERATING OFFICER 08/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER, MANGING DIRECTOR direct 2008-08-01
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER, MANGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2008-08-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING MEMBER, MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER direct 2008-08-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING MEMBER, MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER direct 2008-08-01
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER direct 2008-08-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING MEMBER, MANAGING DIRECTOR, CHIEF OPERATING OFFICER direct 2008-08-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER, MANAGING MEMBER indirect 2008-06-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER, MEMBER indirect 2008-06-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER AND MANAGER direct 2012-04-01
GRIFFITHS, DAVID, J. MEMBER 01/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER direct 2009-11-01
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER direct 2010-01-01
TIMSON, GLENN, H MEMBER 12/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER direct 2010-12-01
HANDY, JOHN, WENDLAND MANAGING DIRECTOR, PORTFOLIO STRATEGIST, CHIEF EXECUTIVE OFFICER 01/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR, PORTFOLIO STRATEGIST direct 2014-01-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR, PORTFOLIO STRATEGIST, CHIEF EXECUTIVE OFFICER direct 2014-01-01
TIMSON, JONATHAN, CRAIG MANAGING DIRECTOR 09/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2014-01-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2014-09-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2014-09-01
WALKER, DENNIS MEMBER 06/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER direct 2008-06-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2014-01-01
WALKER ASSET MANAGEMENT, LLC MANAGER, MEMBER, CHIEF COMPLIANCE OFFICER direct 2016-08-01
COSTENBADER, WALTER, RUSSELL CHIEF COMPLIANCE OFFICER 02/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEBSTER INVESTMENT SERVICES, INC. VP/CCO/FINOP direct 1999-09-01
SIGNALPOINT ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
SPEARHEAD CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-11-01
PRIVATE CLIENT SERVICES, LLC CFO/FINOP direct 2009-08-01 2011-02-22
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC CHIEF COMPLAINCE OFFICER direct 2014-09-01 2015-03-31
DESTRA CAPITAL ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2014-11-01 2016-12-12
PORTER WHITE INVESTMENT ADVISORS, INC. CCO direct 2014-10-01 2017-06-21

SIGNALPOINT ASSET MANAGEMENT LLC

ownership team - last updated 2018-11-28
Name Title Start Date Direct/Indirect % Ownership
VEALE, THOMAS, MELDRUM MANAGING MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER 06/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT CHIEF INVESTMENT OFFICER direct 2008-06-01
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER, CHIEF INVESTMENT OFFICER direct 2008-06-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER direct 2008-06-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC CHIEF INVESTMENT OFFICER, MANAGING MEMBER indirect 2008-06-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC CHIEF INVESTMENT OFFICER, MEMBER indirect 2008-06-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC MANAGER direct 2012-04-01
ORZEL, MICHAEL, JAMES MANAGING MEMBER, MANAGING DIRECTOR, CHIEF OPERATING OFFICER 08/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER, MANGING DIRECTOR direct 2008-08-01
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER, MANGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2008-08-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING MEMBER, MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER direct 2008-08-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING MEMBER, MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER direct 2008-08-01
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER direct 2008-08-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING MEMBER, MANAGING DIRECTOR, CHIEF OPERATING OFFICER direct 2008-08-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER, MANAGING MEMBER indirect 2008-06-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER, MEMBER indirect 2008-06-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER AND MANAGER direct 2012-04-01
GRIFFITHS, DAVID, J. MEMBER 01/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER direct 2009-11-01
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER direct 2010-01-01
TIMSON, GLENN, H MEMBER 12/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER direct 2010-12-01
HANDY, JOHN, WENDLAND MANAGING DIRECTOR, PORTFOLIO STRATEGIST, CHIEF EXECUTIVE OFFICER 01/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR, PORTFOLIO STRATEGIST direct 2014-01-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR, PORTFOLIO STRATEGIST, CHIEF EXECUTIVE OFFICER direct 2014-01-01
TIMSON, JONATHAN, CRAIG MANAGING DIRECTOR 09/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2014-01-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2014-09-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2014-09-01
WALKER, DENNIS MEMBER 06/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER direct 2008-06-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2014-01-01
WALKER ASSET MANAGEMENT, LLC MANAGER, MEMBER, CHIEF COMPLIANCE OFFICER direct 2016-08-01
COSTENBADER, WALTER, RUSSELL CHIEF COMPLIANCE OFFICER 02/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEBSTER INVESTMENT SERVICES, INC. VP/CCO/FINOP direct 1999-09-01
SIGNALPOINT ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
SPEARHEAD CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-11-01
PRIVATE CLIENT SERVICES, LLC CFO/FINOP direct 2009-08-01 2011-02-22
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC CHIEF COMPLAINCE OFFICER direct 2014-09-01 2015-03-31
DESTRA CAPITAL ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2014-11-01 2016-12-12
PORTER WHITE INVESTMENT ADVISORS, INC. CCO direct 2014-10-01 2017-06-21

SIGNALPOINT ASSET MANAGEMENT LLC

ownership team - last updated 2017-07-10
Name Title Start Date Direct/Indirect % Ownership
Bohlman, Catherine, A MEMBER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER direct 2016-01-01
COSTENBADER, WALTER, RUSSELL CHIEF COMPLIANCE OFFICER 02/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEBSTER INVESTMENT SERVICES, INC. VP/CCO/FINOP direct 1999-09-01
SIGNALPOINT ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
SPEARHEAD CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-11-01
PRIVATE CLIENT SERVICES, LLC CFO/FINOP direct 2009-08-01 2011-02-22
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC CHIEF COMPLAINCE OFFICER direct 2014-09-01 2015-03-31
DESTRA CAPITAL ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2014-11-01 2016-12-12
PORTER WHITE INVESTMENT ADVISORS, INC. CCO direct 2014-10-01 2017-06-21
WALKER, DENNIS MEMBER 06/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER direct 2008-06-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2014-01-01
WALKER ASSET MANAGEMENT, LLC MANAGER, MEMBER, CHIEF COMPLIANCE OFFICER direct 2016-08-01
TIMSON, JONATHAN, CRAIG MANAGING DIRECTOR 09/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2014-01-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2014-09-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2014-09-01
HANDY, JOHN, WENDLAND MANAGING DIRECTOR, PORTFOLIO STRATEGIST, CHIEF EXECUTIVE OFFICER 01/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR, PORTFOLIO STRATEGIST direct 2014-01-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING DIRECTOR, PORTFOLIO STRATEGIST, CHIEF EXECUTIVE OFFICER direct 2014-01-01
TIMSON, GLENN, H MEMBER 12/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER direct 2010-12-01
GRIFFITHS, DAVID, J. MEMBER 01/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER direct 2009-11-01
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER direct 2010-01-01
ORZEL, MICHAEL, JAMES MANAGING MEMBER, MANAGING DIRECTOR, CHIEF OPERATING OFFICER 08/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER, MANGING DIRECTOR direct 2008-08-01
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER, MANGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2008-08-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING MEMBER, MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER direct 2008-08-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING MEMBER, MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER direct 2008-08-01
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER direct 2008-08-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING MEMBER, MANAGING DIRECTOR, CHIEF OPERATING OFFICER direct 2008-08-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER, MANAGING MEMBER indirect 2008-06-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER, MEMBER indirect 2008-06-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER AND MANAGER direct 2012-04-01
VEALE, THOMAS, MELDRUM MANAGING MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER 06/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SIGNALPOINT ASSET MANAGEMENT CHIEF INVESTMENT OFFICER direct 2008-06-01
SIGNALPOINT ASSET MANAGEMENT LLC MEMBER, CHIEF INVESTMENT OFFICER direct 2008-06-01
SIGNALPOINT ASSET MANAGEMENT LLC MANAGING MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER direct 2008-06-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC CHIEF INVESTMENT OFFICER, MANAGING MEMBER indirect 2008-06-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC CHIEF INVESTMENT OFFICER, MEMBER indirect 2008-06-01
SIGNALPOINT CAPITAL MANAGEMENT, LLC MANAGER direct 2012-04-01

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