HTTPS://WWW.LINKEDIN.COM/COMPANY/VERDENCE-CAPITAL-ADVISORS • HUNT VALLEY, MD • Investment Advisor How do I update this listing?
Verdence Capital Advisors is based out of Hunt Valley. Verdence Capital Advisors is a large advisory firm with 928 clients and discretionary assets under management (AUM) of $1,365,424,441 (Form ADV from 2019-11-22). Their last reported 13F filing for Q4 2019 included $408,565,000 in managed 13F securities and a top 10 holdings concentration of 21.64%. Verdence Capital Advisors's largest holding is SPDR S&P 500 ETF Trust with shares held of 52,376. Whalewisdom has at least 9 13F filings
: 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.
: 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.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14
|Performance for Q4 2019:||2.68%|
|Performance Last 4 Quarters:||18.19%|
|SEC Registration as :||Large Advisory Firm|
|Form of Organization:||Limited Liability Company|
|Number of employees:||25|
|Other Business Activities:|
|Advisor Fees/Compensation:||Percentage of assets under management,Hourly charges,Fixed fees|
|Amount of client funds and securities:||1,017,120,000|
|Total Number of Clients:||928|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|