STARFIRE INVESTMENT ADVISERS, INC.

HTTP://WWW.STARFIREINVEST.COM SOUTHFIELD, MI Investment Advisor How do I update this listing?

Starfire Investment Advisers is based out of Southfield. Starfire Investment Advisers is a large advisory firm with 300 clients and discretionary assets under management (AUM) of $471,584,000 (Form ADV from 2018-07-01). Their last reported 13F filing for Q4 2019 included $261,839,000 in managed 13F securities and a top 10 holdings concentration of 32.83%. Starfire Investment Advisers's largest holding is Invesco QQQ Trust Series 1 with shares held of 63,228. Starfire Investment Advisers has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 20 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $261.839 Million
  • Prior Market Value $243.984 Million
  • New Purchases5 stocks
  • Additional Purchases41 stocks
  • Sold out of4 stocks
  • Reduced holdings in43 stocks
  • Top 10 Holdings % 32.83 %
  • Turnover % [1]:5.23%
  • Turnover Alt % [2]: 2.00 %
  • Time Held Top20:5.80 quarters
  • Time Held Top10:5.20 quarters
  • Time Held All:12.25 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: 6.51%
Performance Last 4 Quarters: 9.7%
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:
  • 2019-12-31 - 13F-HR (Subscription required)
  • 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)

View Last Form Adv Compilation Report on Record

STARFIRE INVESTMENT ADVISERS INC
3000 TOWN CENTER, SUITE 2235
SOUTHFIELD MI    48075-1159
Country: United States

Business Phone: 248-352-2211
Fax: 248-352-4535
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MI
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 21,241,000
Total Number of Clients: 300
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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STARFIRE INVESTMENT ADVISERS INC

ownership team - last updated 2019-07-09
Name Title Start Date Direct/Indirect % Ownership
HUMENNY, RONALD, WILLIAM PRESIDENT AND CHIEF COMPLIANCE OFFICER 08/01/1991 Direct 75% or more
Fund Name Position direct/indirect start date end date
STARFIRE INVESTMENT ADVISERS INC PRESIDENT AND COMPLIANCE OFFICER direct 1991-08-01
STARFIRE INVESTMENT ADVISERS INC PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 1991-08-01

STARFIRE INVESTMENT ADVISERS INC

ownership team - last updated 2019-03-13
Name Title Start Date Direct/Indirect % Ownership
HUMENNY, RONALD, WILLIAM PRESIDENT AND CHIEF COMPLIANCE OFFICER 08/01/1991 Direct 75% or more
Fund Name Position direct/indirect start date end date
STARFIRE INVESTMENT ADVISERS INC PRESIDENT AND COMPLIANCE OFFICER direct 1991-08-01
STARFIRE INVESTMENT ADVISERS INC PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 1991-08-01

STARFIRE INVESTMENT ADVISERS INC

ownership team - last updated 2017-08-11
Name Title Start Date Direct/Indirect % Ownership
HUMENNY, RONALD, WILLIAM PRESIDENT AND CHIEF COMPLIANCE OFFICER 08/01/1991 Direct 75% or more
Fund Name Position direct/indirect start date end date
STARFIRE INVESTMENT ADVISERS INC PRESIDENT AND COMPLIANCE OFFICER direct 1991-08-01
STARFIRE INVESTMENT ADVISERS INC PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 1991-08-01

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