COLUMBUS MACRO, LLC

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Columbus Macro is based out of Neshannock. Columbus Macro is a large advisory firm with 21 clients and discretionary assets under management (AUM) of $515,307,621 (Form ADV from 2020-06-29). Their last reported 13F filing for Q2 2020 included $366,668,000 in managed 13F securities and a top 10 holdings concentration of 32.93%. Columbus Macro's largest holding is iShares Core U.S. Aggregate Bond ETF with shares held of 137,855. Whalewisdom has at least 11 13F filings

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06/30/2020

13F Activity

  • Market Value $366.668 Million
  • Prior Market Value $345.047 Million
  • New Purchases5 stocks
  • Additional Purchases35 stocks
  • Sold out of31 stocks
  • Reduced holdings in84 stocks
  • Top 10 Holdings % 32.93 %
  • Turnover % [1]:27.69%
  • Turnover Alt % [2]: 19.63 %
  • Time Held Top20:3.45 quarters
  • Time Held Top10:2.50 quarters
  • Time Held All:6.34 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.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

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

Performance for Q1 2020: 18.63%
Performance Last 4 Quarters: -4.51%
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

COLUMBUS MACRO, LLC
103 NESBITT ROAD SUITE 200
NESHANNOCK PA    16105
Country: United States

Business Phone: 7247612510
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 9
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 780,333
Total Number of Clients: 21
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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COLUMBUS MACRO, LLC

ownership team - last updated 2020-06-29
Name Title Start Date Direct/Indirect % Ownership
COLUMBUS, CRAIG, EDWARD CEO/MANAGING MEMBER 10/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
GREENBOOK INVESTMENT MANAGEMENT, INC. VICE PRESIDENT direct 2005-01-01
GREENBOOK INVESTMENT MANAGEMENT, INC. MANAGING DIR & CO-PORTFOLIO MANAGER, DISCRETIONARY ACCOUNTS direct 2005-03-01
ADVANCED EQUITIES ASSET MANAGEMENT, INC. PRESIDENT direct 2006-09-01
FIRST ALLIED ASSET MANAGEMENT, INC. PRESIDENT direct 2012-06-01
CETERA INVESTMENT MANAGEMENT LLC PRESIDENT direct 2015-06-01
TOWER SQUARE INVESTMENT MANAGEMENT LLC PRESIDENT AND CEO direct 2015-07-01
COLUMBUS MACRO, LLC CEO/MANAGING MEMBER direct 2016-10-01
COLUMBUS MACRO, LLC MANAGING MEMBER direct 2016-10-01
GERBER, LON, JEFFREY PRESIDENT/CHIEF COMPLIANCE OFFICER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST ALLIED ASSET MANAGEMENT CHIEF OPERATING OFFICER direct 2012-06-01
TOWER SQUARE INVESTMENT MANAGEMENT LLC CHIEF OPERATING OFFICER direct 2015-06-01
COLUMBUS MACRO, LLC CHIEF COMPLIANCE OFFICER direct 2016-10-01
COLUMBUS MACRO, LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2016-10-01

COLUMBUS MACRO, LLC

ownership team - last updated 2020-03-20
Name Title Start Date Direct/Indirect % Ownership

COLUMBUS MACRO, LLC

ownership team - last updated 2019-10-23
Name Title Start Date Direct/Indirect % Ownership
COLUMBUS, CRAIG, EDWARD CEO/MANAGING MEMBER 10/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
GREENBOOK INVESTMENT MANAGEMENT, INC. VICE PRESIDENT direct 2005-01-01
GREENBOOK INVESTMENT MANAGEMENT, INC. MANAGING DIR & CO-PORTFOLIO MANAGER, DISCRETIONARY ACCOUNTS direct 2005-03-01
ADVANCED EQUITIES ASSET MANAGEMENT, INC. PRESIDENT direct 2006-09-01
FIRST ALLIED ASSET MANAGEMENT, INC. PRESIDENT direct 2012-06-01
CETERA INVESTMENT MANAGEMENT LLC PRESIDENT direct 2015-06-01
TOWER SQUARE INVESTMENT MANAGEMENT LLC PRESIDENT AND CEO direct 2015-07-01
COLUMBUS MACRO, LLC CEO/MANAGING MEMBER direct 2016-10-01
COLUMBUS MACRO, LLC MANAGING MEMBER direct 2016-10-01
GERBER, LON, JEFFREY PRESIDENT/CHIEF COMPLIANCE OFFICER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST ALLIED ASSET MANAGEMENT CHIEF OPERATING OFFICER direct 2012-06-01
TOWER SQUARE INVESTMENT MANAGEMENT LLC CHIEF OPERATING OFFICER direct 2015-06-01
COLUMBUS MACRO, LLC CHIEF COMPLIANCE OFFICER direct 2016-10-01
COLUMBUS MACRO, LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2016-10-01

COLUMBUS MACRO, LLC

ownership team - last updated 2019-07-17
Name Title Start Date Direct/Indirect % Ownership
COLUMBUS, CRAIG, EDWARD CEO/MANAGING MEMBER 10/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
GREENBOOK INVESTMENT MANAGEMENT, INC. VICE PRESIDENT direct 2005-01-01
GREENBOOK INVESTMENT MANAGEMENT, INC. MANAGING DIR & CO-PORTFOLIO MANAGER, DISCRETIONARY ACCOUNTS direct 2005-03-01
ADVANCED EQUITIES ASSET MANAGEMENT, INC. PRESIDENT direct 2006-09-01
FIRST ALLIED ASSET MANAGEMENT, INC. PRESIDENT direct 2012-06-01
CETERA INVESTMENT MANAGEMENT LLC PRESIDENT direct 2015-06-01
TOWER SQUARE INVESTMENT MANAGEMENT LLC PRESIDENT AND CEO direct 2015-07-01
COLUMBUS MACRO, LLC CEO/MANAGING MEMBER direct 2016-10-01
COLUMBUS MACRO, LLC MANAGING MEMBER direct 2016-10-01
GERBER, LON, JEFFREY PRESIDENT/CHIEF COMPLIANCE OFFICER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST ALLIED ASSET MANAGEMENT CHIEF OPERATING OFFICER direct 2012-06-01
TOWER SQUARE INVESTMENT MANAGEMENT LLC CHIEF OPERATING OFFICER direct 2015-06-01
COLUMBUS MACRO, LLC CHIEF COMPLIANCE OFFICER direct 2016-10-01
COLUMBUS MACRO, LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2016-10-01

COLUMBUS MACRO, LLC

ownership team - last updated 2019-03-22
Name Title Start Date Direct/Indirect % Ownership
COLUMBUS, CRAIG, EDWARD CEO/MANAGING MEMBER 10/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
GREENBOOK INVESTMENT MANAGEMENT, INC. VICE PRESIDENT direct 2005-01-01
GREENBOOK INVESTMENT MANAGEMENT, INC. MANAGING DIR & CO-PORTFOLIO MANAGER, DISCRETIONARY ACCOUNTS direct 2005-03-01
ADVANCED EQUITIES ASSET MANAGEMENT, INC. PRESIDENT direct 2006-09-01
FIRST ALLIED ASSET MANAGEMENT, INC. PRESIDENT direct 2012-06-01
CETERA INVESTMENT MANAGEMENT LLC PRESIDENT direct 2015-06-01
TOWER SQUARE INVESTMENT MANAGEMENT LLC PRESIDENT AND CEO direct 2015-07-01
COLUMBUS MACRO, LLC CEO/MANAGING MEMBER direct 2016-10-01
COLUMBUS MACRO, LLC MANAGING MEMBER direct 2016-10-01
GERBER, LON, JEFFREY PRESIDENT/CHIEF COMPLIANCE OFFICER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST ALLIED ASSET MANAGEMENT CHIEF OPERATING OFFICER direct 2012-06-01
TOWER SQUARE INVESTMENT MANAGEMENT LLC CHIEF OPERATING OFFICER direct 2015-06-01
COLUMBUS MACRO, LLC CHIEF COMPLIANCE OFFICER direct 2016-10-01
COLUMBUS MACRO, LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2016-10-01

COLUMBUS MACRO, LLC

ownership team - last updated 2018-05-21
Name Title Start Date Direct/Indirect % Ownership
COLUMBUS, CRAIG, EDWARD CEO/MANAGING MEMBER 10/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
GREENBOOK INVESTMENT MANAGEMENT, INC. VICE PRESIDENT direct 2005-01-01
GREENBOOK INVESTMENT MANAGEMENT, INC. MANAGING DIR & CO-PORTFOLIO MANAGER, DISCRETIONARY ACCOUNTS direct 2005-03-01
ADVANCED EQUITIES ASSET MANAGEMENT, INC. PRESIDENT direct 2006-09-01
FIRST ALLIED ASSET MANAGEMENT, INC. PRESIDENT direct 2012-06-01
CETERA INVESTMENT MANAGEMENT LLC PRESIDENT direct 2015-06-01
TOWER SQUARE INVESTMENT MANAGEMENT LLC PRESIDENT AND CEO direct 2015-07-01
COLUMBUS MACRO, LLC CEO/MANAGING MEMBER direct 2016-10-01
COLUMBUS MACRO, LLC MANAGING MEMBER direct 2016-10-01
GERBER, LON, JEFFREY PRESIDENT/CHIEF COMPLIANCE OFFICER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST ALLIED ASSET MANAGEMENT CHIEF OPERATING OFFICER direct 2012-06-01
TOWER SQUARE INVESTMENT MANAGEMENT LLC CHIEF OPERATING OFFICER direct 2015-06-01
COLUMBUS MACRO, LLC CHIEF COMPLIANCE OFFICER direct 2016-10-01
COLUMBUS MACRO, LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2016-10-01

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