ECHINUS ADVISORS, LLC

HTTP://WWW.ECHINUSPARTNERS.COM NEW YORK, NY Investment Advisor Hedge Fund How do I update this listing?

Echinus Advisors is based out of New York. Echinus Advisors is a hedge fund with 3 clients and discretionary assets under management (AUM) of $937,232,567 (Form ADV from 2019-03-28). Echinus Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 23 13F filings, and 2 13G filings

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06/30/2020

Top Buys

  • Name% Change

06/30/2020

13F Holdings Summary

Please note that this is the final Form 13F filing for Echinus Advisors, LLC because the firm ceased operations as of June 22, 2020.

06/30/2020

13F Activity

  • Market Value $0
  • Prior Market Value $881.237 Million
  • New Purchases0 stocks
  • Additional Purchases0 stocks
  • Sold out of7 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % %
  • Turnover % [1]:700.00%
  • Turnover Alt % [2]: %
  • Time Held Top20:
  • Time Held Top10:
  • Time Held All:

[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: 38.28%
Performance Last 4 Quarters: -7.55%
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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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

ECHINUS ADVISORS, LLC
Classified as Hedge Fund
63 CROSBY STREET 4TH FLOOR
NEW YORK NY    10012
Country: United States

Business Phone: 646-759-7903
Fax: 646-304-1399
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 937,233,000
Total Number of Clients: 3
Amount of client funds and securities by related persons: 937,233,000
Total Number of clients from related persons: 3
Disclosures:
Data above was derived from SEC filings.

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ECHINUS ADVISORS, LLC

ownership team - last updated 2020-03-25
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
GRANITE TUNNEL PARTNERS (CAYMAN), LP Cayman Islands 805-9009675191 Other Private Fund LONG ONLY 75,610,049 10,000,000
ECHINUS PARTNERS, LP United States 805-8600271351 Hedge Fund 1,392,081,864 5,000,000 Master Fund
LIBERTADOR PARTNERS, LP United States 805-2032392743 Other Private Fund LONG-ONLY 94,712,982 50,000,000

ECHINUS ADVISORS, LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
UHDE, PHILIP MEMBER 05/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
ECHINUS ADVISORS, LLC CCO direct 2012-05-01
ECHINUS ADVISORS, LLC MEMBER/CCO direct 2012-05-01
ECHINUS ADVISORS, LLC MEMBER direct 2012-05-01
HAWORTH, MARK NON-MANAGING MEMBER 05/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SLOANE ROBINSON LLP HEAD OF RESEARCH direct 2004-12-01
ECHINUS ADVISORS, LLC NON-MANAGING MEMBER direct 2012-05-01
YANG, PHILIP, CHIN CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ECHINUS ADVISORS, LLC CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER direct 2014-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ECHINUS PARTNERS, LP United States 805-8600271351 Hedge Fund 861,183,656 5,000,000 Master Fund
LIBERTADOR PARTNERS, LP United States 805-2032392743 Other Private Fund LONG-ONLY 76,048,911 50,000,000

ECHINUS ADVISORS, LLC

ownership team - last updated 2017-03-28
Name Title Start Date Direct/Indirect % Ownership
UHDE, PHILIP MEMBER 05/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
ECHINUS ADVISORS, LLC CCO direct 2012-05-01
ECHINUS ADVISORS, LLC MEMBER/CCO direct 2012-05-01
ECHINUS ADVISORS, LLC MEMBER direct 2012-05-01
HAWORTH, MARK NON-MANAGING MEMBER 05/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SLOANE ROBINSON LLP HEAD OF RESEARCH direct 2004-12-01
ECHINUS ADVISORS, LLC NON-MANAGING MEMBER direct 2012-05-01
YANG, PHILIP, CHIN CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ECHINUS ADVISORS, LLC CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER direct 2014-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ECHINUS PARTNERS, LP United States 805-8600271351 Hedge Fund 396,284,366 5,000,000 Master Fund

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