Loading...
Docoh

Buckingham Asset Management

Buckingham Asset Management is an investment advisor in ST Louis with $15.52B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
208306720
SEC advisor number
801-67640
FINRA CRD number
143323
AUM ?
$15.52B (as of 7 Feb 20)
Accounts
29,030 (as of 7 Feb 20)
Employees
448 (210 investment advisory or research)
Address
Buckingham Asset Management
8182 MARYLAND AVE.
SUITE 500
CLAYTON
MO 63105
Office hours
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Phone
314-725-0455

Ownership

Owner Title From %Ownership
Swedroe, Larry, Edward Member of Board of Directors of Bam Management LLC, Director of Research 02/2007 < 5%
Focus Operating, LLC Member (Manager) 02/2007 > 75%
Focus Financial Partners, LLC Member 01/2007 > 75%
Birenbaum, Adam, Lawrence Chairman of Board of Directors of Bam Management LLC, Chief Executive Officer 01/2009 < 5%
Remming, Jeffrey, Scott Member of Board of Directors of Bam Management LLC, Chief Innovation Officer 01/2011 < 5%
Anderson, Daniel, Mark Member of Board of Directors of Bam Management LLC, Chief Financial Officer 01/2014 < 5%
Levin, David, William Member of Board of Directors of Bam Management LLC, Chief Operating Officer 03/2013 < 5%
Kuhlman, Shannon, O'toole Member of Board of Directors of Bam Management LLC, Chief Talent Officer 01/2013 < 5%
Kizer, Jared, Hardin Chief Investment Officer 01/2015 < 5%
Papa, Salvatore, John Member of Board of Directors of Bam Management LLC, General Counsel and Chief Compliance Officer 06/2016 < 5%
Focus Financial Partners Inc. Member 07/2018 > 75%
Potts, Alexander, Bennett Member of Board of Directors of Bam Management LLC, Chairman- Advisor Services 12/2018 < 5%
Clinton, Michael, Ray Member of Board of Directors of Bam Management LLC, President- Advisor Services 12/2018 < 5%
Hartman, Wendy, Louise Member of Board of Directors of Bam Management LLC, President- Buckingham 05/2019 < 5%
Ferri, Justin, Christopher Member of Board of Directors of Bam Management LLC, Chairman - Buckingham 05/2019 < 5%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 608 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$797.21M 34.22M 33.89M +0.9
$475.85M 11.83M 11.71M +1.0
$447.37M 14.16M NEW
$297.37M 10.29M 9.97M +3.2
$256.51M 4.19M 4.27M -1.8
$228.82M 10.67M 10.71M -0.4
$213.15M 5.23M 5.27M -0.7
$126.66M 2.64M 2.57M +2.6
$92.17M 488.64K 410.8K +18.9
$84.31M 1.68M 1.31M +28.7
$77.05M 563.56K 539.97K +4.4
$71.59M 854.54K 678.58K +25.9
$45.8M 120.8K 109.31K +10.5
$40.76M 383.78K 19.03K +1916.8
$40.23M 156.63K 150.45K +4.1
$39.37M 329.87K 400.27K -17.6
$32.25M 215.27K 200.11K +7.6
$31.54M 726.64K 651.91K +11.5
$30.56M 291.98K 313.47K -6.9
$29.98M 13.76K 13.81K -0.4
$29.48M 223.52K 136.73K +63.5
$29.38M 182.18K 194.19K -6.2
$28.37M 103.91K 102.66K +1.2
$28.17M 833.39K 833.39K 0
$27.71M 515.65K 410.71K +25.5
$26.93M 71.38K 64.06K +11.4
$26.84M 491.59K 473.63K +3.8
$24.26M 11.09K 10.98K +1.0
Vanguard Star FDS
$22.8M 441.79K 377.25K +17.1
John Hancock Exchange Traded
$22.26M 503.89K 506.6K -0.5
$21.87M 99.99K 99.15K +0.8
$19.67M 86.52K 85.03K +1.8
$19.02M 208.81K 191.14K +9.2
$19.02M 91.56K 79.44K +15.3
$18.31M 692.85K 197.43K +250.9
American Centy Etf TR (US SML CP VALU)
$17.86M 261.3K 174.14K +50.1
Vanguard Specialized Funds
$17.67M 123.19K 122.05K +0.9
$17.4M 210.19K 149.7K +40.4
Vanguard Tax-managed Intl FD
$16.6M 406.87K NEW
$16.25M 152.77K 171.19K -10.8
$15.74M 505.45K 99.41K +408.5
$15.68M 88.33K 72.58K +21.7
Vanguard Intl Equity Index F
$15.66M 375.87K 252.21K +49.0
SPDR S&P Midcap 400 Etf TR
$15.23M 36.82K 31.23K +17.9
$15.04M 306.61K 251.98K +21.7
$14.38M 93.91K 73.03K +28.6
$14.24M 226.3K 224.62K +0.7
American Centy Etf TR (INTL SMCP VLU)
$13.85M 262.41K 258.27K +1.6
$13.82M 161.35K 158.45K +1.8
$13.5M 360.79K 328.85K +9.7
Holdings list only includes long positions. Only includes long positions.

Calendar

1 Oct 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings