AMUSSEN HUNSAKER ASSOCIATES LLC

HTTPS://SOUNDCLOUD.COM/USER-411141870-93541867 SALT LAKE CITY, UT Investment Advisor How do I update this listing?

Amussen Hunsaker Associates is based out of Salt Lake City. Amussen Hunsaker Associates is a large advisory firm with 312 clients and discretionary assets under management (AUM) of $222,267,354 (Form ADV from 2020-04-06). Their last reported 13F filing for Q1 2020 included $147,246,000 in managed 13F securities and a top 10 holdings concentration of 70.21%. Amussen Hunsaker Associates's largest holding is Berkshire Hathaway Inc Class B with shares held of 95,385. Whalewisdom has at least 14 13F filings

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03/31/2020

13F Activity

  • Market Value $147.246 Million
  • Prior Market Value $175.14 Million
  • New Purchases5 stocks
  • Additional Purchases24 stocks
  • Sold out of16 stocks
  • Reduced holdings in20 stocks
  • Top 10 Holdings % 70.21 %
  • Turnover % [1]:36.84%
  • Turnover Alt % [2]: 17.05 %
  • Time Held Top20:7.15 quarters
  • Time Held Top10:7.90 quarters
  • Time Held All:8.30 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.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 29.75%
Performance Last 4 Quarters: -0.04%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

IRON GATE GLOBAL ADVISORS
275 SOUTH TEMPLE SUITE 204
SALT LAKE CITY UT    84111
Country: United States

Business Phone: 801-575-6427
Fax: 801-575-3500
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: UT
Number of employees: 7
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities: 222,267,000
Total Number of Clients: 312
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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AMUSSEN, HUNSAKER & ASSOCIATES, LLC

ownership team - last updated 2020-03-12
Name Title Start Date Direct/Indirect % Ownership

AMUSSEN, HUNSAKER & ASSOCIATES, LLC

ownership team - last updated 2019-08-21
Name Title Start Date Direct/Indirect % Ownership
AMUSSEN, FRANZ, SALZNER MANAGING MEMBER 01/01/2000 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED CEO direct 2000-01-01
HUNSAKER, BRIAN, WARD MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 01/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2000-01-01
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED PRESIDENT direct 2000-01-01 2005-09-02
PATTISON, BRETT, MICHAEL MEMBER 01/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES, LLC MEMBER direct 2015-01-01

AMUSSEN, HUNSAKER & ASSOCIATES, LLC

ownership team - last updated 2019-04-30
Name Title Start Date Direct/Indirect % Ownership
AMUSSEN, FRANZ, SALZNER MANAGING MEMBER 01/01/2000 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED CEO direct 2000-01-01
HUNSAKER, BRIAN, WARD MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 01/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2000-01-01
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED PRESIDENT direct 2000-01-01 2005-09-02
PATTISON, BRETT, MICHAEL MEMBER 01/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES, LLC MEMBER direct 2015-01-01

AMUSSEN, HUNSAKER & ASSOCIATES, LLC

ownership team - last updated 2019-03-12
Name Title Start Date Direct/Indirect % Ownership
AMUSSEN, FRANZ, SALZNER MANAGING MEMBER 01/01/2000 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED CEO direct 2000-01-01
HUNSAKER, BRIAN, WARD MANAGING MEMBER 01/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2000-01-01
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED PRESIDENT direct 2000-01-01 2005-09-02
PATTISON, BRETT, MICHAEL MEMBER 01/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES, LLC MEMBER direct 2015-01-01
BOMAN, SARAH, MARIE CHIEF COMPLIANCE OFFICER 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES, LLC CHIEF COMPLIANCE OFFICER direct 2018-10-01

AMUSSEN, HUNSAKER & ASSOCIATES, LLC

ownership team - last updated 2018-11-06
Name Title Start Date Direct/Indirect % Ownership
AMUSSEN, FRANZ, SALZNER MANAGING MEMBER 01/01/2000 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED CEO direct 2000-01-01
HUNSAKER, BRIAN, WARD MANAGING MEMBER 01/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2000-01-01
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED PRESIDENT direct 2000-01-01 2005-09-02
PATTISON, BRETT, MICHAEL MEMBER 01/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES, LLC MEMBER direct 2015-01-01
BOMAN, SARAH, MARIE CHIEF COMPLIANCE OFFICER 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES, LLC CHIEF COMPLIANCE OFFICER direct 2018-10-01

AMUSSEN, HUNSAKER & ASSOCIATES, LLC

ownership team - last updated 2018-04-26
Name Title Start Date Direct/Indirect % Ownership
AMUSSEN, FRANZ, SALZNER MANAGING MEMBER 01/01/2000 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED CEO direct 2000-01-01
HUNSAKER, BRIAN, WARD MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 01/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2000-01-01
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED PRESIDENT direct 2000-01-01 2005-09-02
PATTISON, BRETT, MICHAEL MEMBER 01/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMUSSEN, HUNSAKER & ASSOCIATES, LLC MEMBER direct 2015-01-01

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