COURAGE MILLER PARTNERS, LLC

HTTP://WWW.COURAGEMILLER.COM NORFOLK, VA Investment Advisor How do I update this listing?

Courage Miller Partners is based out of Norfolk. Courage Miller Partners is a large advisory firm with 240 clients and discretionary assets under management (AUM) of $214,767,851 (Form ADV from 2018-11-01). Their last reported 13F filing for Q4 2019 included $194,303,000 in managed 13F securities and a top 10 holdings concentration of 57.09%. Courage Miller Partners's largest holding is Schwab U.S. Large-Cap ETF with shares held of 408,170. Courage Miller Partners has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 34 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $194.576 Million
  • Prior Market Value $181.399 Million
  • New Purchases4 stocks
  • Additional Purchases38 stocks
  • Sold out of0 stocks
  • Reduced holdings in21 stocks
  • Top 10 Holdings % 57.01 %
  • Turnover % [1]:5.48%
  • Turnover Alt % [2]: 2.30 %
  • Time Held Top20:17.80 quarters
  • Time Held Top10:8.80 quarters
  • Time Held All:21.72 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: 4.75%
Performance Last 4 Quarters: 11.38%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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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/A (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)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

COURAGE MILLER PARTNERS, LLC
WORLD TRADE CENTER 101 W. MAIN STREET, SUITE 720
NORFOLK VA    23510
Country: United States

Business Phone: 757-390-3100
Fax: 757-351-0600
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
Amount of client funds and securities: 59,299,200
Total Number of Clients: 240
Amount of client funds and securities by related persons: 1,147,770
Total Number of clients from related persons: 5
Disclosures:
Data above was derived from SEC filings.

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COURAGE MILLER PARTNERS, LLC

ownership team - last updated 2019-11-27
Name Title Start Date Direct/Indirect % Ownership
COURAGE, RALPH, MARK MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 05/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
MARK PARTNERS, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2008-05-01
MILLER, JEFFREY, SAMUEL MANAGING MEMBER 12/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
COURAGE PARTNERS, LLC MEMBER direct 2009-10-01
COURAGE MILLER PARTNERS, LLC MANAGING MEMBER direct 2013-12-01

COURAGE MILLER PARTNERS, LLC

ownership team - last updated 2019-06-13
Name Title Start Date Direct/Indirect % Ownership
COURAGE, RALPH, MARK MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 05/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
MARK PARTNERS, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2008-05-01
MILLER, JEFFREY, SAMUEL MANAGING MEMBER 12/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
COURAGE PARTNERS, LLC MEMBER direct 2009-10-01
COURAGE MILLER PARTNERS, LLC MANAGING MEMBER direct 2013-12-01

COURAGE MILLER PARTNERS, LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
COURAGE, RALPH, MARK MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 05/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
MARK PARTNERS, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2008-05-01
MILLER, JEFFREY, SAMUEL MANAGING MEMBER 12/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
COURAGE PARTNERS, LLC MEMBER direct 2009-10-01
COURAGE MILLER PARTNERS, LLC MANAGING MEMBER direct 2013-12-01

COURAGE MILLER PARTNERS, LLC

ownership team - last updated 2017-03-28
Name Title Start Date Direct/Indirect % Ownership
COURAGE, RALPH, MARK MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 05/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
MARK PARTNERS, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2008-05-01
MILLER, JEFFREY, SAMUEL MANAGING MEMBER 12/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
COURAGE PARTNERS, LLC MEMBER direct 2009-10-01
COURAGE MILLER PARTNERS, LLC MANAGING MEMBER direct 2013-12-01

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