LA FINANCIERE DE LECHIQUIER

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LA Financiere DE Lechiquier is based out of Paris. LA Financiere DE Lechiquier is a large advisory firm with discretionary assets under management (AUM) of $10,300,000,256 (Form ADV from 2014-03-31). Their last reported 13F filing for Q2 2020 included $1,260,788,000 in managed 13F securities and a top 10 holdings concentration of 49.12%. LA Financiere DE Lechiquier's largest holding is Microsoft Corp. with shares held of 399,445. LA Financiere DE Lechiquier has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 18 13F filings

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06/30/2020

13F Activity

  • Market Value $1.261 Billion
  • Prior Market Value $831.417 Million
  • New Purchases7 stocks
  • Additional Purchases49 stocks
  • Sold out of3 stocks
  • Reduced holdings in10 stocks
  • Top 10 Holdings % 49.12 %
  • Turnover % [1]:14.93%
  • Turnover Alt % [2]: 24.52 %
  • Time Held Top20:7.10 quarters
  • Time Held Top10:4.30 quarters
  • Time Held All:5.22 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: 31.64%
Performance Last 4 Quarters: 5.05%
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

FINANCIÈRE DE L'ECHIQUIER
53 AVENUE D'IÉNA
PARIS    75116
Country: FRANCE

Business Phone: +33 1 47 23 90 90
Fax: +33 1 47 23 91 91
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Principal Office Outside the US
Form of Organization: Corporation
Organized in:
Number of employees: 90
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (2),11.D (4)
Data above was derived from SEC filings.

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FINANCIÈRE DE L'ECHIQUIER

ownership team - last updated 2014-03-31
Name Title Start Date Direct/Indirect % Ownership
LE MENESTREL, DIDIER, M CHAIRMAN OF THE BOARD 09/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 1997-10-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 1997-10-01
FINANCIÈRE DE L'ECHIQUIER CHAIRMAN OF THE BOARD direct 2006-09-01
GUEUGNIER, CHRISTIAN, Y CFO 09/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
FINANCIÈRE DE L'ECHIQUIER CFO direct 2006-09-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2010-05-01
D'ORNANO, SEBASTIEN, I COO 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
FINANCIÈRE DE L'ECHIQUIER COO direct 2004-10-01
MERVEILLE, BERTRAND, I CCO 10/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
FINANCIÈRE DE L'ECHIQUIER CCO direct 2011-10-01
WEBER HOLDING SHAREHOLDER 12/01/1999 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 1999-12-01
GRUNTAL & CO., L.L.C. INTEREST HOLDER indirect 2001-01-01
GRUNTAL & CO., L.L.C. RIGHTS HOLDER indirect 2001-01-01
STONEGATE PRIVATE COUNSEL LP SHAREHOLDER indirect 2003-09-01
EVOLUTION CAPITAL MANAGEMENT LLC TRUSTEE indirect 2004-03-01
MAGNA HIGHLIGHT CAPITAL MANAGEMENT LLC MEMBER direct 2004-09-01
MOTILAL OSWAL CAPITAL LIMITED SHAREHOLDER indirect 2005-05-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 2005-10-01
MOTILAL OSWAL CAPITAL LIMITED SHAREHOLDER indirect 2006-01-01
PACIFIC HARBOR HOLDINGS, LIMITED INDIRECT OWNER indirect 2007-05-01
PACIFIC HARBOR HOLDINGS, LIMITED OWNER direct 2007-05-01
NANDINA ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 2007-09-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2010-05-01
EVOLUTION CAPITAL MANAGEMENT LLC TRUSTEE indirect 2010-05-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2012-09-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2012-09-01
MOTILAL OSWAL CAPITAL LIMITED SHAREHOLDER indirect 2012-10-01
BRIGADE CAPITAL UK LLP MANAGING MEMBER direct 2013-12-01
CAPEVIEW CAPITAL LLP TRUSTEE AND SHAREHOLDER (CONSECUTIVELY) indirect 2015-03-01
SAFANAD INC. SHAREHOLDER indirect 2015-05-01
ALEGRIA ENERGY, LLC MEMBER direct 2015-11-01
COMPASS PARTNERS INTERNATIONAL JERSEY L.P. SHAREHOLDER indirect 2015-11-01
NORTHLEAF CAPITAL ADVISORS LTD. SHAREHOLDER-VOTING SPECIAL SHARES indirect 2016-01-01
NORTHLEAF CAPITAL ADVISORS LTD. SHAREHOLDER indirect 2016-01-01
MOTILAL OSWAL CAPITAL LIMITED SHAREHOLDER direct 2016-09-01
FIRST PACIFIC ADVISORS, INC 100% SHAREHOLDER indirect 2000-09-01 2002-03-20
TORTOISE CAPITAL ADVISORS, L.L.C. 100% OWNER indirect 2002-04-01 2003-03-31
ATLANTIC ASSET MANAGEMENT, L.L.C. 100% OWNER indirect 2003-03-01 2003-06-04
NANTUCKET CAPITAL MANAGEMENT LLC GENERAL PARTNER OF NV LP indirect 2002-12-01 2005-09-06
NANTUCKET MULTI MANAGERS, LLC GENERAL PARTNER OF NV, LP indirect 2002-12-01 2005-09-06
FUNDQUEST INCORPORATED INDIRECT OWNER indirect 2000-10-01 2009-04-27
RCM CAPITAL MANAGEMENT LLC PARENT indirect 2004-09-01 2010-07-28
IRIDIAN ASSET MANAGEMENT LLC MEMBER direct 2012-11-01 2013-01-23
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 1997-10-01 2013-04-03
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 1997-10-01 2013-04-03
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 2002-04-01 2013-04-03
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2002-06-01 2013-04-03
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2011-09-01 2013-04-03
BRIGADE CAPITAL UK LLP CORPORATE MEMBER direct 2013-12-01 2014-11-26
COMPASS PARTNERS INTERNATIONAL JERSEY LIMITED SHAREHOLDER direct 2015-11-01 2016-01-04
CAPEVIEW CAPITAL LLP GENERAL PARTNER indirect 2012-03-01 2016-03-30
LEGACY FINANCIAL GROUP, LLC HOLDING COMPANY direct 2017-01-01 2017-01-27
TOUCHSTONE ADVISORY, LLC MEMBER direct 2017-03-01 2017-04-21
SIXTY CAPITAL MANAGEMENT, LLC GENERAL PARTNER indirect 2014-08-01 2017-09-01
IENA HOLDING SHAREHOLDER 10/01/2005 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 1999-12-01
GRUNTAL & CO., L.L.C. INTEREST HOLDER indirect 2001-01-01
GRUNTAL & CO., L.L.C. RIGHTS HOLDER indirect 2001-01-01
STONEGATE PRIVATE COUNSEL LP SHAREHOLDER indirect 2003-09-01
EVOLUTION CAPITAL MANAGEMENT LLC TRUSTEE indirect 2004-03-01
MAGNA HIGHLIGHT CAPITAL MANAGEMENT LLC MEMBER direct 2004-09-01
MOTILAL OSWAL CAPITAL LIMITED SHAREHOLDER indirect 2005-05-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 2005-10-01
MOTILAL OSWAL CAPITAL LIMITED SHAREHOLDER indirect 2006-01-01
PACIFIC HARBOR HOLDINGS, LIMITED INDIRECT OWNER indirect 2007-05-01
PACIFIC HARBOR HOLDINGS, LIMITED OWNER direct 2007-05-01
NANDINA ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 2007-09-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2010-05-01
EVOLUTION CAPITAL MANAGEMENT LLC TRUSTEE indirect 2010-05-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2012-09-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2012-09-01
MOTILAL OSWAL CAPITAL LIMITED SHAREHOLDER indirect 2012-10-01
BRIGADE CAPITAL UK LLP MANAGING MEMBER direct 2013-12-01
CAPEVIEW CAPITAL LLP TRUSTEE AND SHAREHOLDER (CONSECUTIVELY) indirect 2015-03-01
SAFANAD INC. SHAREHOLDER indirect 2015-05-01
ALEGRIA ENERGY, LLC MEMBER direct 2015-11-01
COMPASS PARTNERS INTERNATIONAL JERSEY L.P. SHAREHOLDER indirect 2015-11-01
NORTHLEAF CAPITAL ADVISORS LTD. SHAREHOLDER-VOTING SPECIAL SHARES indirect 2016-01-01
NORTHLEAF CAPITAL ADVISORS LTD. SHAREHOLDER indirect 2016-01-01
MOTILAL OSWAL CAPITAL LIMITED SHAREHOLDER direct 2016-09-01
FIRST PACIFIC ADVISORS, INC 100% SHAREHOLDER indirect 2000-09-01 2002-03-20
TORTOISE CAPITAL ADVISORS, L.L.C. 100% OWNER indirect 2002-04-01 2003-03-31
ATLANTIC ASSET MANAGEMENT, L.L.C. 100% OWNER indirect 2003-03-01 2003-06-04
NANTUCKET CAPITAL MANAGEMENT LLC GENERAL PARTNER OF NV LP indirect 2002-12-01 2005-09-06
NANTUCKET MULTI MANAGERS, LLC GENERAL PARTNER OF NV, LP indirect 2002-12-01 2005-09-06
FUNDQUEST INCORPORATED INDIRECT OWNER indirect 2000-10-01 2009-04-27
RCM CAPITAL MANAGEMENT LLC PARENT indirect 2004-09-01 2010-07-28
IRIDIAN ASSET MANAGEMENT LLC MEMBER direct 2012-11-01 2013-01-23
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 1997-10-01 2013-04-03
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 1997-10-01 2013-04-03
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 2002-04-01 2013-04-03
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2002-06-01 2013-04-03
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2011-09-01 2013-04-03
BRIGADE CAPITAL UK LLP CORPORATE MEMBER direct 2013-12-01 2014-11-26
COMPASS PARTNERS INTERNATIONAL JERSEY LIMITED SHAREHOLDER direct 2015-11-01 2016-01-04
CAPEVIEW CAPITAL LLP GENERAL PARTNER indirect 2012-03-01 2016-03-30
LEGACY FINANCIAL GROUP, LLC HOLDING COMPANY direct 2017-01-01 2017-01-27
TOUCHSTONE ADVISORY, LLC MEMBER direct 2017-03-01 2017-04-21
SIXTY CAPITAL MANAGEMENT, LLC GENERAL PARTNER indirect 2014-08-01 2017-09-01
CARREL-BILLIARD, DOMINIQUE CEO 04/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CONCORDE INVESTMENT MANAGERS LLC SHAREHOLDER direct 2001-03-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 2005-10-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2011-09-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2012-06-01
SAFANAD INC. SOLE SHAREHOLDER direct 2013-02-01
FINANCIÈRE DE L'ECHIQUIER CEO direct 2014-04-01
COMPASS PARTNERS INTERNATIONAL JERSEY L.P. GENERAL PARTNER direct 2016-01-01
COMPAGNIE FINANCIÈRE WEBER (IENA 55) SHAREHOLDER 10/01/2005 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CONCORDE INVESTMENT MANAGERS LLC SHAREHOLDER direct 2001-03-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 2005-10-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2011-09-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2012-06-01
SAFANAD INC. SOLE SHAREHOLDER direct 2013-02-01
FINANCIÈRE DE L'ECHIQUIER CEO direct 2014-04-01
COMPASS PARTNERS INTERNATIONAL JERSEY L.P. GENERAL PARTNER direct 2016-01-01
LE MENESTREL, DIDIER, M SHAREHOLDER ARJO 10/01/1997 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 1997-10-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 1997-10-01
FINANCIÈRE DE L'ECHIQUIER CHAIRMAN OF THE BOARD direct 2006-09-01
FINANCIERE WEBER ROULE SHAREHOLDER WEBER INVESTISSEMENTS 05/01/2010 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 1999-12-01
GRUNTAL & CO., L.L.C. INTEREST HOLDER indirect 2001-01-01
GRUNTAL & CO., L.L.C. RIGHTS HOLDER indirect 2001-01-01
STONEGATE PRIVATE COUNSEL LP SHAREHOLDER indirect 2003-09-01
EVOLUTION CAPITAL MANAGEMENT LLC TRUSTEE indirect 2004-03-01
MAGNA HIGHLIGHT CAPITAL MANAGEMENT LLC MEMBER direct 2004-09-01
MOTILAL OSWAL CAPITAL LIMITED SHAREHOLDER indirect 2005-05-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 2005-10-01
MOTILAL OSWAL CAPITAL LIMITED SHAREHOLDER indirect 2006-01-01
PACIFIC HARBOR HOLDINGS, LIMITED INDIRECT OWNER indirect 2007-05-01
PACIFIC HARBOR HOLDINGS, LIMITED OWNER direct 2007-05-01
NANDINA ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 2007-09-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2010-05-01
EVOLUTION CAPITAL MANAGEMENT LLC TRUSTEE indirect 2010-05-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2012-09-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2012-09-01
MOTILAL OSWAL CAPITAL LIMITED SHAREHOLDER indirect 2012-10-01
BRIGADE CAPITAL UK LLP MANAGING MEMBER direct 2013-12-01
CAPEVIEW CAPITAL LLP TRUSTEE AND SHAREHOLDER (CONSECUTIVELY) indirect 2015-03-01
SAFANAD INC. SHAREHOLDER indirect 2015-05-01
ALEGRIA ENERGY, LLC MEMBER direct 2015-11-01
COMPASS PARTNERS INTERNATIONAL JERSEY L.P. SHAREHOLDER indirect 2015-11-01
NORTHLEAF CAPITAL ADVISORS LTD. SHAREHOLDER-VOTING SPECIAL SHARES indirect 2016-01-01
NORTHLEAF CAPITAL ADVISORS LTD. SHAREHOLDER indirect 2016-01-01
MOTILAL OSWAL CAPITAL LIMITED SHAREHOLDER direct 2016-09-01
FIRST PACIFIC ADVISORS, INC 100% SHAREHOLDER indirect 2000-09-01 2002-03-20
TORTOISE CAPITAL ADVISORS, L.L.C. 100% OWNER indirect 2002-04-01 2003-03-31
ATLANTIC ASSET MANAGEMENT, L.L.C. 100% OWNER indirect 2003-03-01 2003-06-04
NANTUCKET CAPITAL MANAGEMENT LLC GENERAL PARTNER OF NV LP indirect 2002-12-01 2005-09-06
NANTUCKET MULTI MANAGERS, LLC GENERAL PARTNER OF NV, LP indirect 2002-12-01 2005-09-06
FUNDQUEST INCORPORATED INDIRECT OWNER indirect 2000-10-01 2009-04-27
RCM CAPITAL MANAGEMENT LLC PARENT indirect 2004-09-01 2010-07-28
IRIDIAN ASSET MANAGEMENT LLC MEMBER direct 2012-11-01 2013-01-23
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 1997-10-01 2013-04-03
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 1997-10-01 2013-04-03
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 2002-04-01 2013-04-03
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2002-06-01 2013-04-03
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2011-09-01 2013-04-03
BRIGADE CAPITAL UK LLP CORPORATE MEMBER direct 2013-12-01 2014-11-26
COMPASS PARTNERS INTERNATIONAL JERSEY LIMITED SHAREHOLDER direct 2015-11-01 2016-01-04
CAPEVIEW CAPITAL LLP GENERAL PARTNER indirect 2012-03-01 2016-03-30
LEGACY FINANCIAL GROUP, LLC HOLDING COMPANY direct 2017-01-01 2017-01-27
TOUCHSTONE ADVISORY, LLC MEMBER direct 2017-03-01 2017-04-21
SIXTY CAPITAL MANAGEMENT, LLC GENERAL PARTNER indirect 2014-08-01 2017-09-01
GUEUGNIER, CHRISTIAN, Y SHAREHOLDER FINANCIERE WEBER ROULE 05/01/2010 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FINANCIÈRE DE L'ECHIQUIER CFO direct 2006-09-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2010-05-01
WEBER INVESTISSEMENTS SHAREHOLDER WEBER HOLDING 09/01/2012 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 1999-12-01
GRUNTAL & CO., L.L.C. INTEREST HOLDER indirect 2001-01-01
GRUNTAL & CO., L.L.C. RIGHTS HOLDER indirect 2001-01-01
STONEGATE PRIVATE COUNSEL LP SHAREHOLDER indirect 2003-09-01
EVOLUTION CAPITAL MANAGEMENT LLC TRUSTEE indirect 2004-03-01
MAGNA HIGHLIGHT CAPITAL MANAGEMENT LLC MEMBER direct 2004-09-01
MOTILAL OSWAL CAPITAL LIMITED SHAREHOLDER indirect 2005-05-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 2005-10-01
MOTILAL OSWAL CAPITAL LIMITED SHAREHOLDER indirect 2006-01-01
PACIFIC HARBOR HOLDINGS, LIMITED INDIRECT OWNER indirect 2007-05-01
PACIFIC HARBOR HOLDINGS, LIMITED OWNER direct 2007-05-01
NANDINA ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 2007-09-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2010-05-01
EVOLUTION CAPITAL MANAGEMENT LLC TRUSTEE indirect 2010-05-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2012-09-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2012-09-01
MOTILAL OSWAL CAPITAL LIMITED SHAREHOLDER indirect 2012-10-01
BRIGADE CAPITAL UK LLP MANAGING MEMBER direct 2013-12-01
CAPEVIEW CAPITAL LLP TRUSTEE AND SHAREHOLDER (CONSECUTIVELY) indirect 2015-03-01
SAFANAD INC. SHAREHOLDER indirect 2015-05-01
ALEGRIA ENERGY, LLC MEMBER direct 2015-11-01
COMPASS PARTNERS INTERNATIONAL JERSEY L.P. SHAREHOLDER indirect 2015-11-01
NORTHLEAF CAPITAL ADVISORS LTD. SHAREHOLDER-VOTING SPECIAL SHARES indirect 2016-01-01
NORTHLEAF CAPITAL ADVISORS LTD. SHAREHOLDER indirect 2016-01-01
MOTILAL OSWAL CAPITAL LIMITED SHAREHOLDER direct 2016-09-01
FIRST PACIFIC ADVISORS, INC 100% SHAREHOLDER indirect 2000-09-01 2002-03-20
TORTOISE CAPITAL ADVISORS, L.L.C. 100% OWNER indirect 2002-04-01 2003-03-31
ATLANTIC ASSET MANAGEMENT, L.L.C. 100% OWNER indirect 2003-03-01 2003-06-04
NANTUCKET CAPITAL MANAGEMENT LLC GENERAL PARTNER OF NV LP indirect 2002-12-01 2005-09-06
NANTUCKET MULTI MANAGERS, LLC GENERAL PARTNER OF NV, LP indirect 2002-12-01 2005-09-06
FUNDQUEST INCORPORATED INDIRECT OWNER indirect 2000-10-01 2009-04-27
RCM CAPITAL MANAGEMENT LLC PARENT indirect 2004-09-01 2010-07-28
IRIDIAN ASSET MANAGEMENT LLC MEMBER direct 2012-11-01 2013-01-23
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 1997-10-01 2013-04-03
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 1997-10-01 2013-04-03
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 2002-04-01 2013-04-03
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2002-06-01 2013-04-03
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2011-09-01 2013-04-03
BRIGADE CAPITAL UK LLP CORPORATE MEMBER direct 2013-12-01 2014-11-26
COMPASS PARTNERS INTERNATIONAL JERSEY LIMITED SHAREHOLDER direct 2015-11-01 2016-01-04
CAPEVIEW CAPITAL LLP GENERAL PARTNER indirect 2012-03-01 2016-03-30
LEGACY FINANCIAL GROUP, LLC HOLDING COMPANY direct 2017-01-01 2017-01-27
TOUCHSTONE ADVISORY, LLC MEMBER direct 2017-03-01 2017-04-21
SIXTY CAPITAL MANAGEMENT, LLC GENERAL PARTNER indirect 2014-08-01 2017-09-01
TCHENIO, MAURICE, E SHAREHOLDER AMBOISE SNC 09/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 1972-05-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2011-09-01
WEBER INVESTISSEMENTS SHAREHOLDER COMPAGNIE FINANCIERE WEBER 09/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 1999-12-01
GRUNTAL & CO., L.L.C. INTEREST HOLDER indirect 2001-01-01
GRUNTAL & CO., L.L.C. RIGHTS HOLDER indirect 2001-01-01
STONEGATE PRIVATE COUNSEL LP SHAREHOLDER indirect 2003-09-01
EVOLUTION CAPITAL MANAGEMENT LLC TRUSTEE indirect 2004-03-01
MAGNA HIGHLIGHT CAPITAL MANAGEMENT LLC MEMBER direct 2004-09-01
MOTILAL OSWAL CAPITAL LIMITED SHAREHOLDER indirect 2005-05-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 2005-10-01
MOTILAL OSWAL CAPITAL LIMITED SHAREHOLDER indirect 2006-01-01
PACIFIC HARBOR HOLDINGS, LIMITED INDIRECT OWNER indirect 2007-05-01
PACIFIC HARBOR HOLDINGS, LIMITED OWNER direct 2007-05-01
NANDINA ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 2007-09-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2010-05-01
EVOLUTION CAPITAL MANAGEMENT LLC TRUSTEE indirect 2010-05-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2012-09-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2012-09-01
MOTILAL OSWAL CAPITAL LIMITED SHAREHOLDER indirect 2012-10-01
BRIGADE CAPITAL UK LLP MANAGING MEMBER direct 2013-12-01
CAPEVIEW CAPITAL LLP TRUSTEE AND SHAREHOLDER (CONSECUTIVELY) indirect 2015-03-01
SAFANAD INC. SHAREHOLDER indirect 2015-05-01
ALEGRIA ENERGY, LLC MEMBER direct 2015-11-01
COMPASS PARTNERS INTERNATIONAL JERSEY L.P. SHAREHOLDER indirect 2015-11-01
NORTHLEAF CAPITAL ADVISORS LTD. SHAREHOLDER-VOTING SPECIAL SHARES indirect 2016-01-01
NORTHLEAF CAPITAL ADVISORS LTD. SHAREHOLDER indirect 2016-01-01
MOTILAL OSWAL CAPITAL LIMITED SHAREHOLDER direct 2016-09-01
FIRST PACIFIC ADVISORS, INC 100% SHAREHOLDER indirect 2000-09-01 2002-03-20
TORTOISE CAPITAL ADVISORS, L.L.C. 100% OWNER indirect 2002-04-01 2003-03-31
ATLANTIC ASSET MANAGEMENT, L.L.C. 100% OWNER indirect 2003-03-01 2003-06-04
NANTUCKET CAPITAL MANAGEMENT LLC GENERAL PARTNER OF NV LP indirect 2002-12-01 2005-09-06
NANTUCKET MULTI MANAGERS, LLC GENERAL PARTNER OF NV, LP indirect 2002-12-01 2005-09-06
FUNDQUEST INCORPORATED INDIRECT OWNER indirect 2000-10-01 2009-04-27
RCM CAPITAL MANAGEMENT LLC PARENT indirect 2004-09-01 2010-07-28
IRIDIAN ASSET MANAGEMENT LLC MEMBER direct 2012-11-01 2013-01-23
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 1997-10-01 2013-04-03
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 1997-10-01 2013-04-03
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 2002-04-01 2013-04-03
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2002-06-01 2013-04-03
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2011-09-01 2013-04-03
BRIGADE CAPITAL UK LLP CORPORATE MEMBER direct 2013-12-01 2014-11-26
COMPASS PARTNERS INTERNATIONAL JERSEY LIMITED SHAREHOLDER direct 2015-11-01 2016-01-04
CAPEVIEW CAPITAL LLP GENERAL PARTNER indirect 2012-03-01 2016-03-30
LEGACY FINANCIAL GROUP, LLC HOLDING COMPANY direct 2017-01-01 2017-01-27
TOUCHSTONE ADVISORY, LLC MEMBER direct 2017-03-01 2017-04-21
SIXTY CAPITAL MANAGEMENT, LLC GENERAL PARTNER indirect 2014-08-01 2017-09-01
AMBOISE SNC SHAREHOLDER WEBER HOLDLING 09/01/2011 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
CONCORDE INVESTMENT MANAGERS LLC SHAREHOLDER direct 2001-03-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 2005-10-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2011-09-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2012-06-01
SAFANAD INC. SOLE SHAREHOLDER direct 2013-02-01
FINANCIÈRE DE L'ECHIQUIER CEO direct 2014-04-01
COMPASS PARTNERS INTERNATIONAL JERSEY L.P. GENERAL PARTNER direct 2016-01-01
ARJO SHAREHOLDER WEBER INVESTISSEMENTS 06/01/2012 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
CONCORDE INVESTMENT MANAGERS LLC SHAREHOLDER direct 2001-03-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER direct 2005-10-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2011-09-01
FINANCIÈRE DE L'ECHIQUIER SHAREHOLDER indirect 2012-06-01
SAFANAD INC. SOLE SHAREHOLDER direct 2013-02-01
FINANCIÈRE DE L'ECHIQUIER CEO direct 2014-04-01
COMPASS PARTNERS INTERNATIONAL JERSEY L.P. GENERAL PARTNER direct 2016-01-01

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