VAN LEEUWEN & COMPANY, LLC

HTTP://WWW.VANLEEUWENCO.COM PRINCETON, NJ Investment Advisor How do I update this listing?

VAN Leeuwen & Company is based out of Princeton. VAN Leeuwen & Company is a large advisory firm with 172 clients and discretionary assets under management (AUM) of $160,715,464 (Form ADV from 2019-03-27). Their last reported 13F filing for Q1 2019 included $106,645,000 in managed 13F securities and a top 10 holdings concentration of 33.54%. VAN Leeuwen & Company's largest holding is Ross Stores Inc. (DE) with shares held of 55,334. Whalewisdom has at least 3 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $106.645 Million
  • Prior Market Value $100.051 Million
  • New Purchases11 stocks
  • Additional Purchases22 stocks
  • Sold out of11 stocks
  • Reduced holdings in29 stocks
  • Top 10 Holdings % 33.54 %
  • Turnover % [1]:29.33%
  • Turnover Alt % [2]: 19.72 %
  • Time Held Top20:1.30 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:1.59 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 2019-05-15

Performance for Q1 2019: 2.82%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

VAN LEEUWEN & COMPANY, LLC
281 WITHERSPOON STREET SUITE 220
PRINCETON NJ    08540
Country: United States

Business Phone: 609-580-0088
Fax: 609-580-0097
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NJ
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 19,127,700
Total Number of Clients: 172
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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VAN LEEUWEN & COMPANY, LLC

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
VAN LEEUWEN, KENNETH, WILLIAM MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER 05/01/1997 Direct 75% or more
Fund Name Position direct/indirect start date end date
VAN LEEUWEN & COMPANY, LLC MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER direct 1997-05-01

VAN LEEUWEN & COMPANY, LLC

ownership team - last updated 2017-03-28
Name Title Start Date Direct/Indirect % Ownership
VAN LEEUWEN, KENNETH, WILLIAM MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER 05/01/1997 Direct 75% or more
Fund Name Position direct/indirect start date end date
VAN LEEUWEN & COMPANY, LLC MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER direct 1997-05-01

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