TRANQUILITY PARTNERS, LLC

BRENTWOOD, TN Investment Advisor How do I update this listing?

Tranquility Partners is based out of Brentwood. Tranquility Partners is a large advisory firm with 90 clients and discretionary assets under management (AUM) of $204,342,268 (Form ADV from 2020-05-12). Their last reported 13F filing for Q2 2020 included $106,200,000 in managed 13F securities and a top 10 holdings concentration of 30.37%. Tranquility Partners's largest holding is Microsoft Corp. with shares held of 35,462. Whalewisdom has at least 5 13F filings

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06/30/2020

13F Activity

  • Market Value $106.2 Million
  • Prior Market Value $86.885 Million
  • New Purchases23 stocks
  • Additional Purchases43 stocks
  • Sold out of12 stocks
  • Reduced holdings in62 stocks
  • Top 10 Holdings % 30.37 %
  • Turnover % [1]:24.65%
  • Turnover Alt % [2]: 13.80 %
  • Time Held Top20:2.65 quarters
  • Time Held Top10:2.40 quarters
  • Time Held All:3.05 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: 29.75%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

TRANQUILITY PARTNERS, LLC
5214 MARYLAND WAY SUITE 405
BRENTWOOD TN    37027
Country: United States

Business Phone: 615-432-5370
Fax: N/A
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: TN
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 90
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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TRANQUILITY PARTNERS, LLC

ownership team - last updated 2020-05-12
Name Title Start Date Direct/Indirect % Ownership
BAKER, JAMES, GOLLADAY CEO 10/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TRANQUILITY PARTNERS, LLC CEO direct 2015-10-01
Crawford, John, Kerstan COO/CCO 10/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TRANQUILITY PARTNERS, LLC COO/CCO direct 2015-10-01

TRANQUILITY PARTNERS, LLC

ownership team - last updated 2020-01-09
Name Title Start Date Direct/Indirect % Ownership

TRANQUILITY PARTNERS, LLC

ownership team - last updated 2019-06-18
Name Title Start Date Direct/Indirect % Ownership
BAKER, JAMES, GOLLADAY CEO 10/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TRANQUILITY PARTNERS, LLC CEO direct 2015-10-01
Crawford, John, Kerstan COO/CCO 10/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TRANQUILITY PARTNERS, LLC COO/CCO direct 2015-10-01

TRANQUILITY PARTNERS, LLC

ownership team - last updated 2019-03-06
Name Title Start Date Direct/Indirect % Ownership
BAKER, JAMES, GOLLADAY CEO 10/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TRANQUILITY PARTNERS, LLC CEO direct 2015-10-01
Crawford, John, Kerstan COO/CCO 10/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TRANQUILITY PARTNERS, LLC COO/CCO direct 2015-10-01

TRANQUILITY PARTNERS, LLC

ownership team - last updated 2018-10-23
Name Title Start Date Direct/Indirect % Ownership
BAKER, JAMES, GOLLADAY CEO 10/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TRANQUILITY PARTNERS, LLC CEO direct 2015-10-01
Crawford, John, Kerstan COO/CCO 10/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TRANQUILITY PARTNERS, LLC COO/CCO direct 2015-10-01

TRANQUILITY PARTNERS, LLC

ownership team - last updated 2018-05-16
Name Title Start Date Direct/Indirect % Ownership
BAKER, JAMES, GOLLADAY CEO 10/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TRANQUILITY PARTNERS, LLC CEO direct 2015-10-01
Crawford, John, Kerstan COO/CCO 10/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TRANQUILITY PARTNERS, LLC COO/CCO direct 2015-10-01

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