Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Muhlenkamp Fund, Wexford Trust
SEC CIK
SEC advisor number
801-16476
FINRA CRD number
110787
AUM ?
$375.41 mm
(as of 22 Nov 22)
Accounts
81
(as of 22 Nov 22)
Employees
6
(2 investment advisory or research)
Address
Wexford Trust
5000 STONEWOOD, SUITE 300
WEXFORD
PA 15090
5000 STONEWOOD, SUITE 300
WEXFORD
PA 15090
Office hours
Monday - Friday, 8:30 A.M. TO 5:00 P.M.
Phone
877-935-5520
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Muhlenkamp, Ronald, Henry | Owner/director | 08/1981 | > 75% |
| Muhlenkamp, Constance, Sue | Director | 07/1982 | < 5% |
| Muhlenkamp, Anthony, William | President/chief Compliance Officer/director | 12/2012 | < 5% |
| Muhlenkamp, Jeffrey, Paul | Portfolio Manager, Director | 12/2021 | < 5% |
Latest filings (excl ownership)
N-PX
Annual report of proxy voting record
18 Sep 14
N-CSRS
Certified semi-annual shareholder report (management investment company)
8 Sep 14
N-PX
Annual report of proxy voting record
18 Aug 14
DEF 14A
Definitive proxy
7 Aug 14
DEF 14A
Definitive proxy
4 Aug 14
DEF 14A
Definitive proxy
23 Jul 14
DEF 14A
Definitive proxy
15 Jul 14
PRE 14A
Preliminary proxy
1 Jul 14
N-CSR
Certified annual shareholder report (management investment company)
7 Mar 14
CORRESP
Correspondence with SEC
23 Sep 13
Latest ownership filings
No filings