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| Buckingham Capital Management Inc
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| CRD # | 117984 |
| SEC # | 801-61296 |
| CIK # | 0001089212, 0001567634 |
| AUM | |
| Employees | 14 (100% Investors, 0% Brokers) |
| Phone | 937-435-2742 |
| Address | 6856 Loop Road Dayton, OH 45459 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 43.7 | ||
| Nvidia Corp | 29.5 | ||
| Microsoft Corp | 26.6 | ||
| Broadcom Inc | 25.0 | ||
| Alphabet Inc | 23.6 | ||
| Amazon Com Inc | 23.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 20.6 | ||
| BlackRock Inc | 15.6 | ||
| Salesforce Com Inc | 15.4 | ||
| Honeywell International Inc | 14.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Buckingham International Partners Master Fund LP | [2012-03-30] | 215.7 M | 63.3 M |
| Filed 2019-09-04 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Buckingham Partners II LP | [2012-03-30] | 494.8 M | 274.3 M |
| Filed 2019-09-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Buckingham Partners LP | 2012-03-30 | 46.8 M | |
| HF | Buckingham RAF International Partners Master Fund LP | [2012-03-30] | 631.8 M | 46.4 M |
| Filed 2019-09-04 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Buckingham RAF Partners II LP | 2012-03-30 | 204.9 M | |
| HF | Buckingham RAF Partners LP | [2012-03-30] | 475.6 M | 253.5 M |
| Filed 2019-09-04 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Managed Account Investments SPC-BCM Segregated Portfolio | [2012-03-30] | 810.4 M | 57.0 M |
| Filed 2013-02-28 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,058 | 315.4 |
| (b) Individuals (high net worth individuals) | 221 | 586.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 8.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 2 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,190 | 911.0 |
| By Discretionary | ||
| Discretionary | 2,996 | 850.3 |
| Non-Discretionary | 194 | 60.7 |
| Total | 3,190 | 911.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 911.0 | |
| Total | 3,190 | 911.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Bree | Director | 428 | 100 | |
| Don Seymour | Director | 315 | 72 | |
| Peter Goldstein | Director | 27 | 2 | |
| Buckingham Capital Management Inc | Promoter | 6 | 2 | |
| Stephen Maguire | Executive Officer | 5 | 2 | |
| Lawrence Leeds Jr | Executive Officer | 4 | 2 | |
| Manny Korman | Executive Officer | 4 | 2 | |
| David Keidan | Executive Officer | 4 | 2 | |
| Lloyd Karp | Director | 2 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001089212] | |
| 3 | [0001089212] | |
| 4 | [0001089212] | |
| SC 13G | [0001089212] | |
| 13F-HR | [0001567634] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.6B |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| UCP Inc | |
| Buckingham Capital Management Inc | |
| XCel Brands Inc |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
UCP Inc UCP
Class A Common Stock
|
2017-08-04 | Disposed to issuer | 921,327 | ||
|
UCP Inc UCP
UCP, Inc.
|
2017-01-04 | Sell | 12,289 | $12.03 | 147,837 |
|
UCP Inc UCP
UCP, Inc.
|
2017-01-03 | Sell | 30,208 | $12.02 | 363,100 |
|
UCP Inc UCP
UCP, Inc.
|
2017-01-03 | Sell | 1,711 | $12.04 | 20,600 |
|
UCP Inc UCP
UCP, Inc.
|
2016-04-26 | Sell | 23,747 | $7.32 | 173,828 |
|
UCP Inc UCP
UCP, Inc.
|
2016-04-25 | Sell | 13,550 | $7.41 | 100,406 |
|
UCP Inc UCP
UCP, Inc.
|
2016-04-22 | Sell | 7,996 | $7.77 | 62,129 |
|
UCP Inc UCP
UCP, Inc.
|
2016-04-22 | Sell | 1,623 | $7.70 | 12,497 |
|
UCP Inc UCP
UCP, Inc.
|
2016-04-21 | Sell | 4,088 | $7.81 | 31,927 |
|
UCP Inc UCP
UCP, Inc.
|
2016-04-21 | Sell | 4,322 | $7.81 | 33,755 |
|
UCP Inc UCP
UCP, Inc.
|
2016-04-20 | Sell | 7,709 | $7.86 | 60,593 |
|
UCP Inc UCP
UCP, Inc.
|
2016-04-19 | Sell | 2,016 | $7.85 | 15,826 |
|
UCP Inc UCP
UCP, Inc.
|
2015-12-17 | Buy | 7,451 | $7.35 | 54,765 |
|
UCP Inc UCP
UCP, Inc.
|
2015-12-16 | Buy | 3,100 | $7.15 | 22,165 |
|
UCP Inc UCP
UCP, Inc.
|
2015-12-16 | Sell | 2,085 | $6.97 | 14,532 |
|
UCP Inc UCP
UCP, Inc.
|
2015-12-15 | Sell | 8,466 | $7.24 | 61,294 |
|
UCP Inc UCP
UCP, Inc.
|
2015-06-12 | Buy | 80,000 | $7.22 | 577,600 |
|
UCP Inc UCP
UCP, Inc.
|
2015-05-29 | Buy | 60,599 | $8.22 | 498,124 |
|
UCP Inc UCP
UCP, Inc.
|
2015-05-28 | Buy | 7,705 | $8.27 | 63,720 |
|
UCP Inc ucp
UCP,Inc.
|
2015-02-03 | Buy | 3,545 | $9.50 | 33,678 |
| showing 20 of 22 most recent transactions | |||||
| Related Firms | State | AUM |
|---|---|---|
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Buckingham Capital Management Inc
✚
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OH | |
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Buckingham Financial Group Inc
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OH |