MACRO CONSULTING GROUP

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

Macro Consulting Group is based out of Parsippany. Macro Consulting Group is a large advisory firm with 480 clients and discretionary assets under management (AUM) of $394,000,000 (Form ADV from 2019-10-01). Their last reported 13F filing for Q3 2019 included $117,409,000 in managed 13F securities and a top 10 holdings concentration of 48.55%. Macro Consulting Group's largest holding is iShares Gold Trust with shares held of 1,005,883. Whalewisdom has at least 4 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $117.409 Million
  • Prior Market Value $116.441 Million
  • New Purchases8 stocks
  • Additional Purchases35 stocks
  • Sold out of5 stocks
  • Reduced holdings in12 stocks
  • Top 10 Holdings % 48.55 %
  • Turnover % [1]:21.67%
  • Turnover Alt % [2]: 5.90 %
  • Time Held Top20:1.95 quarters
  • Time Held Top10:2.50 quarters
  • Time Held All:2.38 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 4.4%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted
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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)

View Last Form Adv Compilation Report on Record

MACRO CONSULTING GROUP
1639 ROUTE 10 EAST 1ST FLOOR
PARSIPPANY NJ    07054
Country: United States

Business Phone: 973-451-9400
Fax: 973-451-9401
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 17
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 480
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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MACRO CONSULTING GROUP LLC

ownership team - last updated 2019-04-18
Name Title Start Date Direct/Indirect % Ownership
CORTAZZO, MARK, ANTHONY MANAGING MEMBER 03/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
MACRO CONSULTING GROUP LLC MANAGING MEMBER direct 1995-03-01
MACRO CONSULTING GROUP LLC CHIEF COMPLIANCE OFFICER direct 1995-03-01 2009-10-22
MACRO CONSULTING GROUP LLC CHIEF COMPLIANCE OFFICER/MANAGING MEMBER direct 1995-03-01 2010-03-05
HEATH, HEIDI CHIEF COMPLIANCE OFFICER 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACRO CONSULTING GROUP LLC CHIEF COMPLIANCE OFFICER direct 2011-01-01
SPAGNOLETTI, NICHOLAS PARTNER 04/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MACRO CONSULTING GROUP LLC PARTNER direct 2017-04-01

MACRO CONSULTING GROUP LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
CORTAZZO, MARK, ANTHONY MANAGING MEMBER 03/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
MACRO CONSULTING GROUP LLC MANAGING MEMBER direct 1995-03-01
MACRO CONSULTING GROUP LLC CHIEF COMPLIANCE OFFICER direct 1995-03-01 2009-10-22
MACRO CONSULTING GROUP LLC CHIEF COMPLIANCE OFFICER/MANAGING MEMBER direct 1995-03-01 2010-03-05
HEATH, HEIDI CHIEF COMPLIANCE OFFICER 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACRO CONSULTING GROUP LLC CHIEF COMPLIANCE OFFICER direct 2011-01-01
SPAGNOLETTI, NICHOLAS PARTNER 04/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MACRO CONSULTING GROUP LLC PARTNER direct 2017-04-01

MACRO CONSULTING GROUP LLC

ownership team - last updated 2018-06-21
Name Title Start Date Direct/Indirect % Ownership
CORTAZZO, MARK, ANTHONY MANAGING MEMBER 03/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
MACRO CONSULTING GROUP LLC MANAGING MEMBER direct 1995-03-01
MACRO CONSULTING GROUP LLC CHIEF COMPLIANCE OFFICER direct 1995-03-01 2009-10-22
MACRO CONSULTING GROUP LLC CHIEF COMPLIANCE OFFICER/MANAGING MEMBER direct 1995-03-01 2010-03-05
HEATH, HEIDI CHIEF COMPLIANCE OFFICER 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACRO CONSULTING GROUP LLC CHIEF COMPLIANCE OFFICER direct 2011-01-01
SPAGNOLETTI, NICHOLAS PARTNER 04/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MACRO CONSULTING GROUP LLC PARTNER direct 2017-04-01

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