TrimTabs Asset Management is an investment advisor in New York with $468.96 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-72450
FINRA CRD number
135152
AUM ?
$468.96 mm
(as of 10 Dec 21)
Accounts
14
(as of 10 Dec 21)
Employees
4
(3 investment advisory or research)
Address
TrimTabs Asset Management
1345 AVENUE OF THE AMERICAS
2ND FLOOR
NEW YORK
NY 10105
1345 AVENUE OF THE AMERICAS
2ND FLOOR
NEW YORK
NY 10105
Office hours
Monday - Friday, 9AM - 5PM
Phone
1-212-217-2470
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Biderman, Charles, NMN | Member | 01/2010 | 5-10% |
Isaac, Paul, Jerome | Member | 05/2011 | 10-25% |
Robertson, Sanford, Richard | Member | 05/2011 | 5-10% |
Pluchenik, Jacob | Member | 08/2016 | 10-25% |
Sausalito Partners, LLC | Member | 08/2015 | 50-75% |
Glick Family New York Partnership | 08/2015 | 08/2015 | > 75% |
Cohen, Derin, Alec | Chief Compliance Officer and Anti-money Laundering Officer | 11/2019 | < 5% |
Chen, Qijun | Treasurer, Pfo | 11/2019 | < 5% |
Shea, Robert, Joseph | President | 01/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
4 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
10 Jan 22