KESSLER INVESTMENT GROUP, LLC

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Kessler Investment Group is based out of Columbus. Kessler Investment Group is a large advisory firm with 425 clients and discretionary assets under management (AUM) of $118,658,289 (Form ADV from 2020-03-24). Their last reported 13F filing for Q1 2020 included $76,312,000 in managed 13F securities and a top 10 holdings concentration of 55.64%. Kessler Investment Group's largest holding is iShares Core S&P 500 ETF with shares held of 38,142. Whalewisdom has at least 34 13F filings

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03/31/2020

13F Activity

  • Market Value $76.312 Million
  • Prior Market Value $97.244 Million
  • New Purchases20 stocks
  • Additional Purchases21 stocks
  • Sold out of20 stocks
  • Reduced holdings in41 stocks
  • Top 10 Holdings % 55.64 %
  • Turnover % [1]:35.40%
  • Turnover Alt % [2]: 47.55 %
  • Time Held Top20:3.65 quarters
  • Time Held Top10:3.10 quarters
  • Time Held All:7.96 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.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 37.3%
Performance Last 4 Quarters: -11.16%
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

KESSLER INVESTMENT GROUP, LLC
50 WASHINGTON STREET SUITE 1-A
COLUMBUS IN    47201
Country: United States

Business Phone: 812-314-0083
Fax: 812-314-0087
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: IN
Number of employees: 4
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: 425
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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KESSLER INVESTMENT GROUP, LLC

ownership team - last updated 2020-03-24
Name Title Start Date Direct/Indirect % Ownership

KESSLER INVESTMENT GROUP, LLC

ownership team - last updated 2019-10-23
Name Title Start Date Direct/Indirect % Ownership
KESSLER, CRAIG, ADAM MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 04/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
KESSLER INVESTMENT GROUP, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2010-04-01

KESSLER INVESTMENT GROUP, LLC

ownership team - last updated 2019-03-07
Name Title Start Date Direct/Indirect % Ownership
KESSLER, CRAIG, ADAM MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 04/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
KESSLER INVESTMENT GROUP, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2010-04-01

KESSLER INVESTMENT GROUP, LLC

ownership team - last updated 2017-12-07
Name Title Start Date Direct/Indirect % Ownership
KESSLER, CRAIG, ADAM MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 04/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
KESSLER INVESTMENT GROUP, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2010-04-01

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