VECTORS RESEARCH MANAGEMENT, LLC

https://www.vectorsresearch.com NEW YORK, NY Investment Advisor How do I update this listing?

Vectors Research Management is based out of New York. Vectors Research Management is a large advisory firm with 411 clients and discretionary assets under management (AUM) of $268,387,073 (Form ADV from 2019-03-22). Their last reported 13F filing for Q3 2019 included $203,580,000 in managed 13F securities and a top 10 holdings concentration of 45.87%. Vectors Research Management's largest holding is Vanguard S&P 500 ETF with shares held of 62,865. Whalewisdom has at least 5 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $203.58 Million
  • Prior Market Value $185.094 Million
  • New Purchases66 stocks
  • Additional Purchases82 stocks
  • Sold out of14 stocks
  • Reduced holdings in39 stocks
  • Top 10 Holdings % 45.87 %
  • Turnover % [1]:16.29%
  • Turnover Alt % [2]: 11.04 %
  • Time Held Top20:2.55 quarters
  • Time Held Top10:2.70 quarters
  • Time Held All:3.06 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: 6.28%
Performance Last 4 Quarters: 16.97%
Performance Metrics
Stats are not available for the latest quarter

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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)

View Last Form Adv Compilation Report on Record

VECTORS ASSET MANAGEMENT COMPANY
65 BLEECKER STREET 5TH FLOOR
NEW YORK NY    10012
Country: United States

Business Phone: 212-431-0857
Fax: 212-274-0545
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 411
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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Form 4 - Recent Insider Transactions

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VECTORS RESEARCH MANAGEMENT LLC

ownership team - last updated 2019-03-22
Name Title Start Date Direct/Indirect % Ownership
DAVIDSON, ANDREW, SETH MANAGING MEMBER 11/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
VECTORS RESEARCH MANAGEMENT LLC CCO direct 2005-11-01
VECTORS RESEARCH MANAGEMENT LLC MANAGING MEMBER direct 2005-11-01
VECTORS RESEARCH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER, MANAGING MEMBER direct 2005-11-01
VECTORS RESEARCH MANAGEMENT LLC CCO, MANAGING MEMBER direct 2005-11-01
POWERS, NEIL, JEFFERY PORTFOLIO MANAGER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER - 6/30/15 01/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
VECTORS RESEARCH MANAGEMENT LLC PRINCIPAL direct 2005-01-01
VECTORS RESEARCH MANAGEMENT LLC PORTFOLIO MANAGER, MANAGING MEMBER direct 2005-01-01
VECTORS RESEARCH MANAGEMENT LLC PORTFOLIO MANAGER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER - 6/30/15 direct 2005-01-01
HNP CAPITAL LLC CHIEF INVESTMENT OFFICER direct 2017-03-01
SCOTT, RICHARD, BRIAN CHIEF FINANCIAL OFFICER 08/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
VECTORS RESEARCH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2007-08-01
VECTORS RESEARCH MANAGEMENT LLC CHIEF FINANCIAL OFFICER direct 2007-08-01

VECTORS RESEARCH MANAGEMENT LLC

ownership team - last updated 2017-03-31
Name Title Start Date Direct/Indirect % Ownership
DAVIDSON, ANDREW, SETH MANAGING MEMBER 11/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
VECTORS RESEARCH MANAGEMENT LLC CCO direct 2005-11-01
VECTORS RESEARCH MANAGEMENT LLC MANAGING MEMBER direct 2005-11-01
VECTORS RESEARCH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER, MANAGING MEMBER direct 2005-11-01
VECTORS RESEARCH MANAGEMENT LLC CCO, MANAGING MEMBER direct 2005-11-01
POWERS, NEIL, JEFFERY PORTFOLIO MANAGER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER - 6/30/15 01/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
VECTORS RESEARCH MANAGEMENT LLC PRINCIPAL direct 2005-01-01
VECTORS RESEARCH MANAGEMENT LLC PORTFOLIO MANAGER, MANAGING MEMBER direct 2005-01-01
VECTORS RESEARCH MANAGEMENT LLC PORTFOLIO MANAGER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER - 6/30/15 direct 2005-01-01
HNP CAPITAL LLC CHIEF INVESTMENT OFFICER direct 2017-03-01
SCOTT, RICHARD, BRIAN CHIEF FINANCIAL OFFICER 08/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
VECTORS RESEARCH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2007-08-01
VECTORS RESEARCH MANAGEMENT LLC CHIEF FINANCIAL OFFICER direct 2007-08-01

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