STANLEY-LAMAN GROUP, LTD.

HTTP://WWW.STANLEYLAMAN.COM BERWYN, PA Investment Advisor Hedge Fund How do I update this listing?

Stanley-laman Group, Ltd. is based out of Berwyn. Stanley-laman Group, Ltd. is a large advisory firm with 259 clients and discretionary assets under management (AUM) of $494,000,000 (Form ADV from 2018-12-01). Their last reported 13F filing for Q3 2019 included $368,141,000 in managed 13F securities and a top 10 holdings concentration of 15.32%. Stanley-laman Group, Ltd. has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 24 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $405.02 Million
  • Prior Market Value $416.852 Million
  • New Purchases21 stocks
  • Additional Purchases45 stocks
  • Sold out of28 stocks
  • Reduced holdings in121 stocks
  • Top 10 Holdings % 13.92 %
  • Turnover % [1]:21.49%
  • Turnover Alt % [2]: 4.57 %
  • Time Held Top20:2.42 quarters
  • Time Held Top10:1.00 quarters
  • Time Held All:6.81 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: 5.88%
Performance Last 4 Quarters: 4.38%
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 (Subscription required)
  • 2018-06-30 - 13F-HR (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 (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

STANLEY-LAMAN GROUP LTD.
Classified as Hedge Fund
1235 WESTLAKES DR SUITE 295
BERWYN PA    19312
Country: United States

Business Phone: 610-993-9100
Fax: 610-993-8382
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: PA
Number of employees: 20
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 259
Amount of client funds and securities by related persons: 8,000,000
Total Number of clients from related persons: 16
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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STANLEY-LAMAN GROUP LTD.

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
STANLEY, WILLIAM, G DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER 04/01/1991 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
STANLEY-LAMAN GROUP LTD. DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1991-04-01
SEL CAPITAL MANAGEMENT, LLC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2001-04-01
STANLEY LAMAN GROUP LTD. DIRECTOR AND PRESIDENT direct 1991-04-01 2005-03-24
SEL CAPITAL MANAGEMENT, LLC PRESIDENT direct 2001-04-01 2005-03-24
LAMAN, JAMES, J. DIRECTOR, VICE-PRESIDENT & TREASURER 04/01/1991 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STANLEY-LAMAN GROUP LTD. DIRECTOR, VICE-PRESIDENT & TREASURER direct 1991-04-01
SEL CAPITAL MANAGEMENT, LLC TREASURER, CHIEF FINANCIAL OFFICER direct 2001-04-01
SEL ASSET MANAGEMENT, LLC TRUSTEE indirect 2009-11-01
CARNEGIE ASSET MANAGEMENT, LLC MANAGING MEMBER, TRUSTEE & CCO direct 2009-11-01
STANLEY LAMAN GROUP LTD. DIRECTOR AND TREASURER direct 1991-04-01 2002-12-09
SEL CAPITAL MANAGEMENT, LLC TREASURER direct 2001-04-01 2005-03-24
CARNEGIE ASSET MANAGEMENT, LLC MANAGING MEMBER direct 2012-12-01 2013-04-01
EATON, DAVID, CALDWELL DIRECTOR & VICE-PRESIDENT 04/01/1991 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STANLEY-LAMAN GROUP LTD. DIRECTOR & VICE-PRESIDENT direct 1991-04-01
SEL CAPITAL MANAGEMENT, LLC VICE PRESIDENT direct 2001-04-01
STANLEY LAMAN GROUP LTD. DIRECTOR & VICE PRESIDENT direct 1991-04-01 2002-12-09

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SLG INTERNATIONAL OPPORTUNITIES, LP United States 805-8481983017 Hedge Fund 59,000,000 500,000

STANLEY-LAMAN GROUP LTD.

ownership team - last updated 2017-03-20
Name Title Start Date Direct/Indirect % Ownership
STANLEY, WILLIAM, G DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER 04/01/1991 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
STANLEY-LAMAN GROUP LTD. DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1991-04-01
SEL CAPITAL MANAGEMENT, LLC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2001-04-01
STANLEY LAMAN GROUP LTD. DIRECTOR AND PRESIDENT direct 1991-04-01 2005-03-24
SEL CAPITAL MANAGEMENT, LLC PRESIDENT direct 2001-04-01 2005-03-24
LAMAN, JAMES, J. DIRECTOR, VICE-PRESIDENT & TREASURER 04/01/1991 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STANLEY-LAMAN GROUP LTD. DIRECTOR, VICE-PRESIDENT & TREASURER direct 1991-04-01
SEL CAPITAL MANAGEMENT, LLC TREASURER, CHIEF FINANCIAL OFFICER direct 2001-04-01
SEL ASSET MANAGEMENT, LLC TRUSTEE indirect 2009-11-01
CARNEGIE ASSET MANAGEMENT, LLC MANAGING MEMBER, TRUSTEE & CCO direct 2009-11-01
STANLEY LAMAN GROUP LTD. DIRECTOR AND TREASURER direct 1991-04-01 2002-12-09
SEL CAPITAL MANAGEMENT, LLC TREASURER direct 2001-04-01 2005-03-24
CARNEGIE ASSET MANAGEMENT, LLC MANAGING MEMBER direct 2012-12-01 2013-04-01
EATON, DAVID, CALDWELL DIRECTOR & VICE-PRESIDENT 04/01/1991 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STANLEY-LAMAN GROUP LTD. DIRECTOR & VICE-PRESIDENT direct 1991-04-01
SEL CAPITAL MANAGEMENT, LLC VICE PRESIDENT direct 2001-04-01
STANLEY LAMAN GROUP LTD. DIRECTOR & VICE PRESIDENT direct 1991-04-01 2002-12-09

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SLG ALL MARKETS PORTFOLIO LP United States 805-1707489599 Hedge Fund 39,427,083 500,000
SLG HIGH GROWTH PORTFOLIO, LP United States 805-2627001577 Hedge Fund 1,835,525 500,000
SLG FIXED INCOME PORTFOLIO, LP United States 805-2172397253 Hedge Fund 0 500,000
SLG INTERNATIONAL OPPORTUNITIES, LP United States 805-8481983017 Hedge Fund 55,348,653 500,000

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