EISNERAMPER WEALTH MANAGEMENT CORPORATE BENEFITS, LLC

HTTP://WWW.EISNERAMPERWMCB.COM ISELIN, NJ Investment Advisor How do I update this listing?

Eisneramper Wealth Management Corporate Benefits is based out of Iselin. Eisneramper Wealth Management Corporate Benefits is a large advisory firm with 361 clients and discretionary assets under management (AUM) of $460,532,086 (Form ADV from 2019-03-15). Their last reported 13F filing for Q3 2019 included $138,007,000 in managed 13F securities and a top 10 holdings concentration of 73.35%. Eisneramper Wealth Management Corporate Benefits's largest holding is iShares S&P 500 Growth ETF with shares held of 116,756. Eisneramper Wealth Management Corporate Benefits has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 22 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $138.007 Million
  • Prior Market Value $134.49 Million
  • New Purchases2 stocks
  • Additional Purchases22 stocks
  • Sold out of0 stocks
  • Reduced holdings in4 stocks
  • Top 10 Holdings % 73.35 %
  • Turnover % [1]:5.88%
  • Turnover Alt % [2]: 2.76 %
  • Time Held Top20:15.00 quarters
  • Time Held Top10:15.10 quarters
  • Time Held All:15.56 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 2019-08-14

Performance for Q2 2019: -1.81%
Performance Last 4 Quarters: -7.26%
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:
  • 2019-09-30 - 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/A (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)

View Last Form Adv Compilation Report on Record

EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC
111 WOOD AVENUE SOUTH SUITE 110
ISELIN NJ    08830
Country: United States

Business Phone: 908-429-0025
Fax: 908-429-5530
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NJ
Number of employees: 14
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 361
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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EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC

ownership team - last updated 2019-03-15
Name Title Start Date Direct/Indirect % Ownership
SCUDILLO, MARC, L MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER 11/01/2001 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
AMPER FINANCIAL SERVICES, LLC MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER direct 2001-11-01
EISNERAMPER LLP MEMBER 08/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
FLETCHER ASSET MANAGEMENT, INC. AUDITORS direct 2010-03-01
EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC MEMBER direct 2010-08-01
TAG EISNERAMPER LLC MEMBER indirect 2004-09-01
TAG EISNER LLC MANAGING MEMBER indirect 2004-09-01
TAG EISNER LLC MEMBER indirect 2004-09-01
EISNER RETIREMENT SOLUTIONS LLC DIRECT OWNER indirect 2003-03-01
EISNERAMPER WEALTH ADVISORS, LLC DIRECT OWNER indirect 2010-08-01
Pellegrino, Scott, Michael CHIEF OPERATING OFFICER 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC CHIEF OPERATING OFFICER direct 2018-04-01

EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC

ownership team - last updated 2017-12-12
Name Title Start Date Direct/Indirect % Ownership
SCUDILLO, MARC, L MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER 11/01/2001 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
AMPER FINANCIAL SERVICES, LLC MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER direct 2001-11-01
EISNERAMPER LLP MEMBER 08/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
FLETCHER ASSET MANAGEMENT, INC. AUDITORS direct 2010-03-01
EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC MEMBER direct 2010-08-01
TAG EISNERAMPER LLC MEMBER indirect 2004-09-01
TAG EISNER LLC MANAGING MEMBER indirect 2004-09-01
TAG EISNER LLC MEMBER indirect 2004-09-01
EISNER RETIREMENT SOLUTIONS LLC DIRECT OWNER indirect 2003-03-01
EISNERAMPER WEALTH ADVISORS, LLC DIRECT OWNER indirect 2010-08-01

WhaleScore history for EISNERAMPER WEALTH MANAGEMENT CORPORATE BENEFITS, LLC

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