GRYPHON FINANCIAL PARTNERS LLC

HTTPS://WWW.GRYPHONFP.COM COLUMBUS, OH Investment Advisor How do I update this listing?

Gryphon Financial Partners is based out of Columbus. Gryphon Financial Partners is a large advisory firm with 424 clients and discretionary assets under management (AUM) of $1,157,656,639 (Form ADV from 2020-06-24). Their last reported 13F filing for Q2 2020 included $322,622,000 in managed 13F securities and a top 10 holdings concentration of 64.05%. Gryphon Financial Partners's largest holding is iShares Core S&P 500 ETF with shares held of 249,252. Whalewisdom has at least 11 13F filings

Download 13F Summary to Excel Create Email Alert

06/30/2020

13F Activity

  • Market Value $322.622 Million
  • Prior Market Value $271.514 Million
  • New Purchases13 stocks
  • Additional Purchases41 stocks
  • Sold out of25 stocks
  • Reduced holdings in69 stocks
  • Top 10 Holdings % 64.05 %
  • Turnover % [1]:28.36%
  • Turnover Alt % [2]: 3.96 %
  • Time Held Top20:7.30 quarters
  • Time Held Top10:6.20 quarters
  • Time Held All:7.38 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: 27.94%
Performance Last 4 Quarters: -7.11%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

GRYPHON FINANCIAL PARTNERS
325 JOHN H. MCCONNELL BLVD. SUITE 425
COLUMBUS OH    43215
Country: United States

Business Phone: 614-929-2880
Fax: 614-556-4040
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: OH
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,RETAINER, SERVICE FEES, OR COMBINATION
Amount of client funds and securities: 523,587,000
Total Number of Clients: 424
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

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

GRYPHON FINANCIAL PARTNERS, LLC

ownership team - last updated 2020-06-24
Name Title Start Date Direct/Indirect % Ownership
GUTH, JOEL, JASON MANAGING MEMBER 03/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
GRYPHON FINANCIAL PARTNERS, LLC MANAGING MEMBER direct 2014-03-01
STURGES, JEAN, ANN CHIEF COMPLIANCE OFFICER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GRYPHON FINANCIAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2017-07-01
CORY, CATHERINE, ZWEIG MANAGING MEMBER 03/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GRYPHON FINANCIAL PARTNERS, LLC MANAGING MEMBER direct 2014-03-01

GRYPHON FINANCIAL PARTNERS, LLC

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

GRYPHON FINANCIAL PARTNERS, LLC

ownership team - last updated 2019-11-11
Name Title Start Date Direct/Indirect % Ownership
GUTH, JOEL, JASON MANAGING MEMBER 03/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
GRYPHON FINANCIAL PARTNERS, LLC MANAGING MEMBER direct 2014-03-01
STURGES, JEAN, ANN CHIEF COMPLIANCE OFFICER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GRYPHON FINANCIAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2017-07-01
CORY, CATHERINE, ZWEIG MANAGING MEMBER 03/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GRYPHON FINANCIAL PARTNERS, LLC MANAGING MEMBER direct 2014-03-01

GRYPHON FINANCIAL PARTNERS, LLC

ownership team - last updated 2019-03-22
Name Title Start Date Direct/Indirect % Ownership
GUTH, JOEL, JASON MANAGING MEMBER 03/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
GRYPHON FINANCIAL PARTNERS, LLC MANAGING MEMBER direct 2014-03-01
STURGES, JEAN, ANN CHIEF COMPLIANCE OFFICER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GRYPHON FINANCIAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2017-07-01
CORY, CATHERINE, ZWEIG MANAGING MEMBER 03/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GRYPHON FINANCIAL PARTNERS, LLC MANAGING MEMBER direct 2014-03-01

GRYPHON FINANCIAL PARTNERS, LLC

ownership team - last updated 2018-10-24
Name Title Start Date Direct/Indirect % Ownership
GUTH, JOEL, JASON MANAGING MEMBER 03/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
GRYPHON FINANCIAL PARTNERS, LLC MANAGING MEMBER direct 2014-03-01
STURGES, JEAN, ANN CHIEF COMPLIANCE OFFICER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GRYPHON FINANCIAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2017-07-01
CORY, CATHERINE, ZWEIG MANAGING MEMBER 03/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GRYPHON FINANCIAL PARTNERS, LLC MANAGING MEMBER direct 2014-03-01

GRYPHON FINANCIAL PARTNERS, LLC

ownership team - last updated 2017-08-15
Name Title Start Date Direct/Indirect % Ownership
CORY, CATHERINE, ZWEIG MANAGING MEMBER 03/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GRYPHON FINANCIAL PARTNERS, LLC MANAGING MEMBER direct 2014-03-01
STURGES, JEAN, ANN CHIEF COMPLIANCE OFFICER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GRYPHON FINANCIAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2017-07-01
GUTH, JOEL, JASON MANAGING MEMBER 03/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
GRYPHON FINANCIAL PARTNERS, LLC MANAGING MEMBER direct 2014-03-01

Elevate your investments