SAPIENCE INVESTMENTS, LLC

HTTP://WWW.SAPIENCEINV.COM/ NEWPORT BEACH, CA Investment Advisor How do I update this listing?

Sapience Investments is based out of Newport Beach. Sapience Investments is a large advisory firm with 24 clients and discretionary assets under management (AUM) of $647,747,832 (Form ADV from 2019-08-08). Their last reported 13F filing for Q4 2019 included $715,243,000 in managed 13F securities and a top 10 holdings concentration of 27.7%. Sapience Investments's largest holding is KAR Auction Services Inc with shares held of 1,385,535. Sapience Investments has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 14 13F filings, and 4 13G filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $715.243 Million
  • Prior Market Value $719.005 Million
  • New Purchases1 stock
  • Additional Purchases23 stocks
  • Sold out of4 stocks
  • Reduced holdings in55 stocks
  • Top 10 Holdings % 27.70 %
  • Turnover % [1]:6.10%
  • Turnover Alt % [2]: 12.84 %
  • Time Held Top20:4.45 quarters
  • Time Held Top10:2.30 quarters
  • Time Held All:7.84 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 2020-02-14

Performance for Q4 2019: 0.1%
Performance Last 4 Quarters: -8.06%
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

SAPIENCE INVESTMENTS, LLC
520 NEWPORT CENTER DRIVE SUITE 650
NEWPORT BEACH CA    92660
Country: United States

Business Phone: 949 662 1011
Fax: 949 999 2118
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 24
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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SAPIENCE INVESTMENTS, LLC

ownership team - last updated 2019-08-08
Name Title Start Date Direct/Indirect % Ownership
ESTANCIA CAPITAL PARTNERS, LP MEMBER/OWNER 02/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SPRUCE PRIVATE INVESTORS, LLC SHAREHOLDER direct 2012-10-01
SPRUCE PRIVATE INVESTORS, LLC SHAREHOLDER / MEMBER direct 2012-10-01
SUSTAINABLE GROWTH ADVISERS, LP PARTNER direct 2013-08-01
REDWOOD INVESTMENTS, LLC PARTNER direct 2015-12-01
SNOWDEN CAPITAL ADVISORS LLC MEMBER SERIES A-1 PREFERRED UNITS indirect 2013-12-01
SAPIENCE INVESTMENTS, LLC MEMBER/OWNER direct 2016-02-01
WING ASSET MANAGEMENT, LLC MANAGING MEMBER/OWNER direct 2016-02-01
PARTRIDGE, SCOTT, LOUIS CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAPIENCE INVESTMENTS, LLC CHIEF FINANCIAL OFFICER direct 2016-09-01
SIKKA, SAMIR CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER 09/01/2016 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAPIENCE INVESTMENTS, LLC CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER direct 2016-09-01
KANG, DANNY, ALLAN BOARD MEMBER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SHENANDOAH ASSET MANAGEMENT, LLC PRINCIPAL indirect 2007-01-01
CLARIVEST ASSET MANAGEMENT LLC SOLE MEMBER direct 2006-02-01
CLARIVEST ASSET MANAGEMENT LLC SOLE MEMBER, SOLE MANAGER, CHIEF COMPLIANCE OFFICER direct 2006-02-01
CLARIVEST ASSET MANAGEMENT LLC SOLE MEMBER, SOLE MANAGER direct 2006-02-01
CLARIVEST ASSET MANAGEMENT LLC MANAGER direct 2006-03-01
MERCER GLOBAL ADVISORS INC. DIRECTOR direct 2009-08-01
ESTANCIA CAPITAL MANAGEMENT, LLC SOLE OWNER indirect 2012-01-01
ESTANCIA CAPITAL MANAGEMENT, LLC PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2012-01-01
ESTANCIA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR direct 2012-01-01
WING ASSET MANAGEMENT, LLC MANAGER direct 2016-02-01
SAPIENCE INVESTMENTS, LLC BOARD MEMBER direct 2016-09-01
MENDEZ, MICHAEL, CASARES BOARD MEMBER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ESTANCIA CAPITAL MANAGEMENT, LLC TRUSTEE indirect 1992-12-01
REDWOOD INVESTMENTS, LLC TRUSTEE indirect 1992-12-01
SUSTAINABLE GROWTH ADVISERS, LP TRUSTEE indirect 1992-12-01
SPRUCE INVESTMENT ADVISORS LLC TRUSTEE indirect 1992-12-01
NWQ INVESTMENT MANAGEMENT CO INC PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATIONS OFFICER, & DIRECTOR direct 2001-01-01
SAPIENCE INVESTMENTS, LLC MANAGING MEMBER/OWNER indirect 2009-07-01
SNOWDEN CAPITAL ADVISORS LLC MEMBER indirect 2009-07-01
ESTANCIA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR direct 2012-01-01
REDWOOD INVESTMENTS, LLC OUTSIDE DIRECTOR direct 2015-12-01
NUVEEN INVESTMENTS INSTITUTIONAL SERVICES GROUP LLC PRESIDENT AND CEO direct 2003-05-01 2005-04-18
NWQ INVESTMENT MANAGEMENT COMPANY, LLC CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR direct 2002-08-01 2006-07-13
TRADEWINDS GLOBAL INVESTORS, LLC CHIEF EXECUTIVE OFFICER direct 2005-12-01 2007-11-19
TRADEWINDS GLOBAL INVESTORS, LLC PRESIDENT direct 2005-12-01 2009-01-05
ESTANCIA CAPITAL MANAGEMENT, LLC PRINICPAL direct 2012-01-01 2014-03-27
REDWOOD INVESTMENTS, LLC BOARD OF MANAGERS direct 2015-12-01 2015-12-18
WING ASSET MANAGEMENT, LLC MANAGER direct 2016-02-01 2016-09-20
SAPIENCE INVESTMENTS, LLC BOARD MEMBER direct 2016-09-01 2016-12-08
RAUH, WILLIAM, EDWARD BOARD MEMBER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAPIENCE INVESTMENTS, LLC BOARD MEMBER direct 2017-05-01
ESTANCIA GP, LLC GENERAL PARTNER ESTANCIA CAPITAL PARTNERS, LP 07/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
SPRUCE PRIVATE INVESTORS, LLC GENERAL PARTNER indirect 2012-10-01
SUSTAINABLE GROWTH ADVISERS, LP GENERAL PARTNER indirect 2012-10-01
REDWOOD INVESTMENTS, LLC GENERAL PARTNER indirect 2012-10-01
SNOWDEN CAPITAL ADVISORS LLC GENERAL PARTNER indirect 2009-07-01
SAPIENCE INVESTMENTS, LLC GENERAL PARTNER indirect 2009-07-01
MENDEZ, MICHAEL, CASARES MANAGING MEMBER/OWNER ESTANCIA MANAGING DIRECTORS, LLC 07/01/2009 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
ESTANCIA CAPITAL MANAGEMENT, LLC TRUSTEE indirect 1992-12-01
REDWOOD INVESTMENTS, LLC TRUSTEE indirect 1992-12-01
SUSTAINABLE GROWTH ADVISERS, LP TRUSTEE indirect 1992-12-01
SPRUCE INVESTMENT ADVISORS LLC TRUSTEE indirect 1992-12-01
NWQ INVESTMENT MANAGEMENT CO INC PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATIONS OFFICER, & DIRECTOR direct 2001-01-01
SAPIENCE INVESTMENTS, LLC MANAGING MEMBER/OWNER indirect 2009-07-01
SNOWDEN CAPITAL ADVISORS LLC MEMBER indirect 2009-07-01
ESTANCIA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR direct 2012-01-01
REDWOOD INVESTMENTS, LLC OUTSIDE DIRECTOR direct 2015-12-01
NUVEEN INVESTMENTS INSTITUTIONAL SERVICES GROUP LLC PRESIDENT AND CEO direct 2003-05-01 2005-04-18
NWQ INVESTMENT MANAGEMENT COMPANY, LLC CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR direct 2002-08-01 2006-07-13
TRADEWINDS GLOBAL INVESTORS, LLC CHIEF EXECUTIVE OFFICER direct 2005-12-01 2007-11-19
TRADEWINDS GLOBAL INVESTORS, LLC PRESIDENT direct 2005-12-01 2009-01-05
ESTANCIA CAPITAL MANAGEMENT, LLC PRINICPAL direct 2012-01-01 2014-03-27
REDWOOD INVESTMENTS, LLC BOARD OF MANAGERS direct 2015-12-01 2015-12-18
WING ASSET MANAGEMENT, LLC MANAGER direct 2016-02-01 2016-09-20
SAPIENCE INVESTMENTS, LLC BOARD MEMBER direct 2016-09-01 2016-12-08
ESTANCIA MANAGING DIRECTORS, LLC MANAGING MEMBER / OWNER ESTANCIA GP, LLC 07/01/2009 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SPRUCE PRIVATE INVESTORS, LLC MANAGING MEMBER indirect 2009-07-01
SPRUCE PRIVATE INVESTORS, LLC MANAGING MEMBER indirect 2010-05-01
SUSTAINABLE GROWTH ADVISERS, LP MANAGING MEMBER indirect 2010-05-01
REDWOOD INVESTMENTS, LLC MANAGING MEMBER indirect 2010-05-01
SNOWDEN CAPITAL ADVISORS LLC MEMBER indirect 2009-07-01
SAPIENCE INVESTMENTS, LLC MANAGING MEMBER / OWNER indirect 2009-07-01

SAPIENCE INVESTMENTS, LLC

ownership team - last updated 2019-03-15
Name Title Start Date Direct/Indirect % Ownership
ESTANCIA CAPITAL PARTNERS, LP MEMBER/OWNER 02/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SPRUCE PRIVATE INVESTORS, LLC SHAREHOLDER direct 2012-10-01
SPRUCE PRIVATE INVESTORS, LLC SHAREHOLDER / MEMBER direct 2012-10-01
SUSTAINABLE GROWTH ADVISERS, LP PARTNER direct 2013-08-01
REDWOOD INVESTMENTS, LLC PARTNER direct 2015-12-01
SNOWDEN CAPITAL ADVISORS LLC MEMBER SERIES A-1 PREFERRED UNITS indirect 2013-12-01
SAPIENCE INVESTMENTS, LLC MEMBER/OWNER direct 2016-02-01
WING ASSET MANAGEMENT, LLC MANAGING MEMBER/OWNER direct 2016-02-01
STATLER, NATHAN, ELLIS CHIEF COMPLIANCE OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAPIENCE INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2016-09-01
PARTRIDGE, SCOTT, LOUIS CHIEF FINANCIAL OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAPIENCE INVESTMENTS, LLC CHIEF FINANCIAL OFFICER direct 2016-09-01
SIKKA, SAMIR CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER 09/01/2016 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAPIENCE INVESTMENTS, LLC CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER direct 2016-09-01
KANG, DANNY, ALLAN BOARD MEMBER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SHENANDOAH ASSET MANAGEMENT, LLC PRINCIPAL indirect 2007-01-01
CLARIVEST ASSET MANAGEMENT LLC SOLE MEMBER direct 2006-02-01
CLARIVEST ASSET MANAGEMENT LLC SOLE MEMBER, SOLE MANAGER, CHIEF COMPLIANCE OFFICER direct 2006-02-01
CLARIVEST ASSET MANAGEMENT LLC SOLE MEMBER, SOLE MANAGER direct 2006-02-01
CLARIVEST ASSET MANAGEMENT LLC MANAGER direct 2006-03-01
MERCER GLOBAL ADVISORS INC. DIRECTOR direct 2009-08-01
ESTANCIA CAPITAL MANAGEMENT, LLC SOLE OWNER indirect 2012-01-01
ESTANCIA CAPITAL MANAGEMENT, LLC PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2012-01-01
ESTANCIA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR direct 2012-01-01
WING ASSET MANAGEMENT, LLC MANAGER direct 2016-02-01
SAPIENCE INVESTMENTS, LLC BOARD MEMBER direct 2016-09-01
MENDEZ, MICHAEL, CASARES BOARD MEMBER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ESTANCIA CAPITAL MANAGEMENT, LLC TRUSTEE indirect 1992-12-01
REDWOOD INVESTMENTS, LLC TRUSTEE indirect 1992-12-01
SUSTAINABLE GROWTH ADVISERS, LP TRUSTEE indirect 1992-12-01
SPRUCE INVESTMENT ADVISORS LLC TRUSTEE indirect 1992-12-01
NWQ INVESTMENT MANAGEMENT CO INC PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATIONS OFFICER, & DIRECTOR direct 2001-01-01
SAPIENCE INVESTMENTS, LLC MANAGING MEMBER/OWNER indirect 2009-07-01
SNOWDEN CAPITAL ADVISORS LLC MEMBER indirect 2009-07-01
ESTANCIA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR direct 2012-01-01
REDWOOD INVESTMENTS, LLC OUTSIDE DIRECTOR direct 2015-12-01
NUVEEN INVESTMENTS INSTITUTIONAL SERVICES GROUP LLC PRESIDENT AND CEO direct 2003-05-01 2005-04-18
NWQ INVESTMENT MANAGEMENT COMPANY, LLC CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR direct 2002-08-01 2006-07-13
TRADEWINDS GLOBAL INVESTORS, LLC CHIEF EXECUTIVE OFFICER direct 2005-12-01 2007-11-19
TRADEWINDS GLOBAL INVESTORS, LLC PRESIDENT direct 2005-12-01 2009-01-05
ESTANCIA CAPITAL MANAGEMENT, LLC PRINICPAL direct 2012-01-01 2014-03-27
REDWOOD INVESTMENTS, LLC BOARD OF MANAGERS direct 2015-12-01 2015-12-18
WING ASSET MANAGEMENT, LLC MANAGER direct 2016-02-01 2016-09-20
SAPIENCE INVESTMENTS, LLC BOARD MEMBER direct 2016-09-01 2016-12-08
RAUH, WILLIAM, EDWARD BOARD MEMBER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAPIENCE INVESTMENTS, LLC BOARD MEMBER direct 2017-05-01
ESTANCIA GP, LLC GENERAL PARTNER ESTANCIA CAPITAL PARTNERS, LP 07/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
SPRUCE PRIVATE INVESTORS, LLC GENERAL PARTNER indirect 2012-10-01
SUSTAINABLE GROWTH ADVISERS, LP GENERAL PARTNER indirect 2012-10-01
REDWOOD INVESTMENTS, LLC GENERAL PARTNER indirect 2012-10-01
SNOWDEN CAPITAL ADVISORS LLC GENERAL PARTNER indirect 2009-07-01
SAPIENCE INVESTMENTS, LLC GENERAL PARTNER indirect 2009-07-01
MENDEZ, MICHAEL, CASARES MANAGING MEMBER/OWNER ESTANCIA MANAGING DIRECTORS, LLC 07/01/2009 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
ESTANCIA CAPITAL MANAGEMENT, LLC TRUSTEE indirect 1992-12-01
REDWOOD INVESTMENTS, LLC TRUSTEE indirect 1992-12-01
SUSTAINABLE GROWTH ADVISERS, LP TRUSTEE indirect 1992-12-01
SPRUCE INVESTMENT ADVISORS LLC TRUSTEE indirect 1992-12-01
NWQ INVESTMENT MANAGEMENT CO INC PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATIONS OFFICER, & DIRECTOR direct 2001-01-01
SAPIENCE INVESTMENTS, LLC MANAGING MEMBER/OWNER indirect 2009-07-01
SNOWDEN CAPITAL ADVISORS LLC MEMBER indirect 2009-07-01
ESTANCIA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR direct 2012-01-01
REDWOOD INVESTMENTS, LLC OUTSIDE DIRECTOR direct 2015-12-01
NUVEEN INVESTMENTS INSTITUTIONAL SERVICES GROUP LLC PRESIDENT AND CEO direct 2003-05-01 2005-04-18
NWQ INVESTMENT MANAGEMENT COMPANY, LLC CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR direct 2002-08-01 2006-07-13
TRADEWINDS GLOBAL INVESTORS, LLC CHIEF EXECUTIVE OFFICER direct 2005-12-01 2007-11-19
TRADEWINDS GLOBAL INVESTORS, LLC PRESIDENT direct 2005-12-01 2009-01-05
ESTANCIA CAPITAL MANAGEMENT, LLC PRINICPAL direct 2012-01-01 2014-03-27
REDWOOD INVESTMENTS, LLC BOARD OF MANAGERS direct 2015-12-01 2015-12-18
WING ASSET MANAGEMENT, LLC MANAGER direct 2016-02-01 2016-09-20
SAPIENCE INVESTMENTS, LLC BOARD MEMBER direct 2016-09-01 2016-12-08
ESTANCIA MANAGING DIRECTORS, LLC MANAGING MEMBER / OWNER ESTANCIA GP, LLC 07/01/2009 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SPRUCE PRIVATE INVESTORS, LLC MANAGING MEMBER indirect 2009-07-01
SPRUCE PRIVATE INVESTORS, LLC MANAGING MEMBER indirect 2010-05-01
SUSTAINABLE GROWTH ADVISERS, LP MANAGING MEMBER indirect 2010-05-01
REDWOOD INVESTMENTS, LLC MANAGING MEMBER indirect 2010-05-01
SNOWDEN CAPITAL ADVISORS LLC MEMBER indirect 2009-07-01
SAPIENCE INVESTMENTS, LLC MANAGING MEMBER / OWNER indirect 2009-07-01

SAPIENCE INVESTMENTS, LLC

ownership team - last updated 2017-03-31
Name Title Start Date Direct/Indirect % Ownership
ESTANCIA CAPITAL PARTNERS, LP MEMBER/OWNER 02/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SPRUCE PRIVATE INVESTORS, LLC SHAREHOLDER direct 2012-10-01
SPRUCE PRIVATE INVESTORS, LLC SHAREHOLDER / MEMBER direct 2012-10-01
SUSTAINABLE GROWTH ADVISERS, LP PARTNER direct 2013-08-01
REDWOOD INVESTMENTS, LLC PARTNER direct 2015-12-01
SNOWDEN CAPITAL ADVISORS LLC MEMBER SERIES A-1 PREFERRED UNITS indirect 2013-12-01
SAPIENCE INVESTMENTS, LLC MEMBER/OWNER direct 2016-02-01
WING ASSET MANAGEMENT, LLC MANAGING MEMBER/OWNER direct 2016-02-01
Statler, Nathan, Ellis CHIEF COMPLIANCE OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAPIENCE INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2016-09-01
Partridge, Scott, Louis CHIEF FINANCIAL OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAPIENCE INVESTMENTS, LLC CHIEF FINANCIAL OFFICER direct 2016-09-01
SIKKA, SAMIR CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER 09/01/2016 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SAPIENCE INVESTMENTS, LLC CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER direct 2016-09-01
ESTANCIA GP, LLC GENERAL PARTNER ESTANCIA CAPITAL PARTNERS, LP 07/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
SPRUCE PRIVATE INVESTORS, LLC GENERAL PARTNER indirect 2012-10-01
SUSTAINABLE GROWTH ADVISERS, LP GENERAL PARTNER indirect 2012-10-01
REDWOOD INVESTMENTS, LLC GENERAL PARTNER indirect 2012-10-01
SNOWDEN CAPITAL ADVISORS LLC GENERAL PARTNER indirect 2009-07-01
SAPIENCE INVESTMENTS, LLC GENERAL PARTNER indirect 2009-07-01
MENDEZ, MICHAEL, CASARES MANAGING MEMBER/OWNER ESTANCIA MANAGING DIRECTORS, LLC 07/01/2009 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
ESTANCIA CAPITAL MANAGEMENT, LLC TRUSTEE indirect 1992-12-01
REDWOOD INVESTMENTS, LLC TRUSTEE indirect 1992-12-01
SUSTAINABLE GROWTH ADVISERS, LP TRUSTEE indirect 1992-12-01
SPRUCE INVESTMENT ADVISORS LLC TRUSTEE indirect 1992-12-01
NWQ INVESTMENT MANAGEMENT CO INC PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATIONS OFFICER, & DIRECTOR direct 2001-01-01
SAPIENCE INVESTMENTS, LLC MANAGING MEMBER/OWNER indirect 2009-07-01
SNOWDEN CAPITAL ADVISORS LLC MEMBER indirect 2009-07-01
ESTANCIA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR direct 2012-01-01
REDWOOD INVESTMENTS, LLC OUTSIDE DIRECTOR direct 2015-12-01
NUVEEN INVESTMENTS INSTITUTIONAL SERVICES GROUP LLC PRESIDENT AND CEO direct 2003-05-01 2005-04-18
NWQ INVESTMENT MANAGEMENT COMPANY, LLC CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR direct 2002-08-01 2006-07-13
TRADEWINDS GLOBAL INVESTORS, LLC CHIEF EXECUTIVE OFFICER direct 2005-12-01 2007-11-19
TRADEWINDS GLOBAL INVESTORS, LLC PRESIDENT direct 2005-12-01 2009-01-05
ESTANCIA CAPITAL MANAGEMENT, LLC PRINICPAL direct 2012-01-01 2014-03-27
REDWOOD INVESTMENTS, LLC BOARD OF MANAGERS direct 2015-12-01 2015-12-18
WING ASSET MANAGEMENT, LLC MANAGER direct 2016-02-01 2016-09-20
SAPIENCE INVESTMENTS, LLC BOARD MEMBER direct 2016-09-01 2016-12-08
ESTANCIA MANAGING DIRECTORS, LLC MANAGING MEMBER / OWNER ESTANCIA GP, LLC 07/01/2009 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SPRUCE PRIVATE INVESTORS, LLC MANAGING MEMBER indirect 2009-07-01
SPRUCE PRIVATE INVESTORS, LLC MANAGING MEMBER indirect 2010-05-01
SUSTAINABLE GROWTH ADVISERS, LP MANAGING MEMBER indirect 2010-05-01
REDWOOD INVESTMENTS, LLC MANAGING MEMBER indirect 2010-05-01
SNOWDEN CAPITAL ADVISORS LLC MEMBER indirect 2009-07-01
SAPIENCE INVESTMENTS, LLC MANAGING MEMBER / OWNER indirect 2009-07-01

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