WESTHAMPTON CAPITAL, LLC

HTTP://WWW.WESTHAMPTONCAPITAL.COM WINSTON-SALEM, NC Investment Advisor How do I update this listing?

Westhampton Capital is based out of Winston-salem. Westhampton Capital is a large advisory firm with 142 clients and discretionary assets under management (AUM) of $131,988,911 (Form ADV from 2019-06-04). Their last reported 13F filing for Q2 2019 included $118,817,000 in managed 13F securities and a top 10 holdings concentration of 33.74%. Westhampton Capital's largest holding is Apple Inc with shares held of 31,191. Whalewisdom has at least 1 13F filings

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06/30/2019

Top Sells

  • Name% Change

06/30/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.71%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

WESTHAMPTON CAPITAL
2150 COUNTRY CLUB RD SUITE 250
WINSTON-SALEM NC    27104
Country: United States

Business Phone: 336-725-5579
Fax: 336-725-3923
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NC
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 142
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.E (2),11.E (4)
Data above was derived from SEC filings.

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