CALIFORNIA CAPITAL ADVISORS, INC.

HTTP://WWW.CALCAPMGT.COM NORTH HOLLYWOOD, CA Investment Advisor How do I update this listing?

California Capital Advisors is based out of North Hollywood. California Capital Advisors is a large advisory firm with 513 clients and discretionary assets under management (AUM) of $252,630,129 (Form ADV from 2019-03-01). Their last reported 13F filing for Q4 2019 included $150,155,000 in managed 13F securities and a top 10 holdings concentration of 62.87%. California Capital Advisors's largest holding is VISA Inc with shares held of 78,401. Whalewisdom has at least 13 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $150.155 Million
  • Prior Market Value $138.259 Million
  • New Purchases3 stocks
  • Additional Purchases15 stocks
  • Sold out of0 stocks
  • Reduced holdings in18 stocks
  • Top 10 Holdings % 62.87 %
  • Turnover % [1]:8.11%
  • Turnover Alt % [2]: 3.22 %
  • Time Held Top20:8.50 quarters
  • Time Held Top10:8.20 quarters
  • Time Held All:9.95 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: 7.01%
Performance Last 4 Quarters: 14.22%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted
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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)

View Last Form Adv Compilation Report on Record

CALIFORNIA CAPITAL MANAGEMENT
4729 LANKERSHIM BLVD
NORTH HOLLYWOOD CA    91602
Country: United States

Business Phone: 818-766-0660
Fax: 818-766-0770
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CA
Number of employees: 8
Other Business Activities: broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 252,630,000
Total Number of Clients: 513
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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CALIFORNIA CAPITAL ADVISORS, INC.

ownership team - last updated 2019-03-01
Name Title Start Date Direct/Indirect % Ownership
SALO, BRADLEY, JAY CHIEF INVESTMENT OFFICER 03/01/2004 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CALIFORNIA CAPITAL ADVISORS, INC. CHIEF INVESTMENT OFFICER direct 2004-03-01
ZEDLAR, GREGORY, JOHN CHIEF EXECUTIVE OFFICER 03/01/2004 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CALIFORNIA CAPITAL ADVISORS, INC. CHIEF EXECUTIVE OFFICER direct 2004-03-01
COLE, ALEXIS, IRENE SECRETARY 03/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALIFORNIA CAPITAL ADVISORS, INC. SECRETARY direct 2004-03-01
HEMMANN, SCOTT, G CHIEF COMPLIANCE OFFICER 05/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALIFORNIA CAPITAL ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 2012-05-01

CALIFORNIA CAPITAL ADVISORS, INC.

ownership team - last updated 2017-01-24
Name Title Start Date Direct/Indirect % Ownership
SALO, BRADLEY, JAY CHIEF INVESTMENT OFFICER 03/01/2004 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CALIFORNIA CAPITAL ADVISORS, INC. CHIEF INVESTMENT OFFICER direct 2004-03-01
ZEDLAR, GREGORY, JOHN CHIEF EXECUTIVE OFFICER 03/01/2004 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CALIFORNIA CAPITAL ADVISORS, INC. CHIEF EXECUTIVE OFFICER direct 2004-03-01
COLE, ALEXIS, IRENE SECRETARY 03/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALIFORNIA CAPITAL ADVISORS, INC. SECRETARY direct 2004-03-01
HEMMANN, SCOTT, G CHIEF COMPLIANCE OFFICER 05/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALIFORNIA CAPITAL ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 2012-05-01

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