Analytic Investors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Analytic Investors LLC
CRD #104963
SEC #801-7082
CIK #0001086137
AUM
Employees 48 (44% Investors, 0% Brokers)
Phone213-688-3015
Address555 West Fifth Street
Los Angeles, CA 90013
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
30241812602001200920172025
Sector Form 13F Holdings Value ($B)
Microsoft Corp 6.6
Apple Inc 5.3
Amazon Com Inc 3.9
J P Morgan Chase & Co 3.2
Johnson & Johnson 2.9
Cisco Systems Inc 2.9
Home Depot Inc 2.8
Alphabet Inc 2.2
AT&T Inc 2.0
UnitedHealth Group Inc 2.0
View All
Holdings by Sector ($B)
60048036024012002011201620212027
Type Form D Funds Date Sold ($M) AUM ($M)
HF Analytic Investors US Equity Market Neutral Offshore Fund Ltd [2016-10-31] 196.5 1.1
Filed 2024-12-19 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Commission $10 · Net Assets Decline to Disclose
Other Analytic Global Long Short Equity Fund LP 2014-03-31 0.0
Other Analytic Core Equity Plus Fund LP [2012-03-30] 868.4 108.3
Filed 2012-02-24 (D/A) · Exemption 506, 3(c)(1), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Analytic US Market Neutral LLC 2012-03-30 1.2
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 11 10.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 15 5.7
(g) Pension and profit sharing plans 15 3.9
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 3.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 6 2.5
(n) Other 0 0.0
Total 74 25.1
By Discretionary
Discretionary 65 23.3
Non-Discretionary 9 1.9
Total 74 25.1
By Non-United States Persons
Non-United States Persons 3.4
United States Persons 21.7
Total 74 25.1
Form D Directors Role # Filings # Firms 2011 - 2026
Linda Gibson Director 61 14
David Smith Director 267 12
Stephen Scott Director 64 10
Virginia Turner Executive Officer 61 9
Vincent Manning Executive Officer 53 9
Joan Gulinello Executive Officer 51 9
Brian Dillon Executive Officer 51 9
Peter Rollins Director 51 9
Karen Kupferberg Director 51 9
Ruth Paul Executive Officer 43 9
Robert McDorman Jr Director 42 9
Robert Patterson Director 34 9
Mary Kirby Director 50 8
Thomas Turpin Executive Officer 48 7
Kathy Nicholl Executive Officer 44 7
Eric Marhoun Director 40 6
Old Mutual Asset Management Trust Company Promoter 5 4
EDGAR Form CIK 2011 - 2026
13F-HR [0001086137]
13F-NT [0001086137]
Terms | Privacy | Guide
tony@aum13f.com