Van Den Berg Management I is an investment advisor in Austin with $718.70 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Van Den Berg Management Inc, Van Den Berg Management Inc
SEC CIK
IRS number
953017097
SEC advisor number
801-14809
FINRA CRD number
112308
AUM ?
$718.70 mm
(as of 26 Oct 22)
Accounts
687
(as of 26 Oct 22)
Employees
18
(8 investment advisory or research)
Address
Van Den Berg Management I
805 LAS CIMAS PARKWAY
SUITE 430
AUSTIN
TX 78746
805 LAS CIMAS PARKWAY
SUITE 430
AUSTIN
TX 78746
Office hours
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Phone
512-329-0050
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Van Den Berg, Scott, Schain | President and COO | 05/1991 | 5-10% |
| Brilliant, James, David | Co-chief Investment Officer and CFO | 01/1986 | 10-25% |
| Van Den Berg, Arnold | Chairman and Co-chief Investment Officer | 05/1974 | 25-50% |
| Stroud, Lisa, Annette | Chief Compliance Officer | 12/2016 | < 5% |
| Vaughn, Justin, Benton | Shareholder | 09/2005 | 5-10% |
| Van Den Berg, Rebecca | Shareholder | 03/2022 | 5-10% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Aug 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22