Wakefield Asset Management LLLP is an investment advisor in Englewood with $352.49 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
208251802
SEC advisor number
801-68152
FINRA CRD number
143720
AUM ?
$352.49 mm
(as of 22 Mar 22)
Accounts
544
(as of 22 Mar 22)
Employees
9
(3 investment advisory or research)
Address
Wakefield Asset Management LLLP
7887 E BELLEVIEW AVE
SUITE 800
ENGLEWOOD
CO 80111
7887 E BELLEVIEW AVE
SUITE 800
ENGLEWOOD
CO 80111
Office hours
Monday - Friday, 7:30AM TO 4:30PM
Phone
303-771-0630
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Brittain, Gregory, J | Partner, Chief Compliance Officer | 01/2021 | 5-10% |
Gervasini, Geoffrey, Todd | Managing Partner, Chief Investment Officer | 12/2006 | > 75% |
Wakefield Asset Management Corporation | General Partner | 12/2006 | < 5% |
Gervasini, Geoffrey, Todd | Shareholder | 12/2006 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
1 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21