• MT. KISCO, NY • Investment Advisor How do I update this listing?
Factorial Partners is based out of Mt. Kisco. Factorial Partners is a registered investment advisory firm with discretionary assets under management (AUM) of $0 (Form ADV from 2019-03-21). Their last reported 13F filing for Q4 2019 included $114,264,226 in managed 13F securities and a top 10 holdings concentration of 33.14%. Factorial Partners's largest holding is Citigroup, Inc. with shares held of 67,800. Whalewisdom has at least 10 13F filings
: 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.
: 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.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14
|Performance for Q4 2019:||4.48%|
|Performance Last 4 Quarters:||13.27%|
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|Form of Organization:||Limited Liability Company|
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|Total Number of Clients:||0|
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