Buckingham Capital Management Inc

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Buckingham Capital Management Inc
CRD #117984
SEC #801-61296
CIK #0001567634, 0001089212
AUM
Employees 14 (100% Investors, 0% Brokers)
Phone937-435-2742
Address6856 Loop Road
Dayton, OH 45459
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
18001440108072036002001200920172025
Sector Form 13F Holdings Value ($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 ($M)
1600128096064032002012201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
HF Buckingham International Partners Master Fund LP [2012-03-30] 215.7 63.3
HF Buckingham Partners II LP [2012-03-30] 494.8 274.3
HF Buckingham Partners LP 2012-03-30 46.8
HF Buckingham RAF International Partners Master Fund LP [2012-03-30] 631.8 46.4
HF Buckingham RAF Partners II LP 2012-03-30 204.9
HF Buckingham RAF Partners LP [2012-03-30] 475.6 253.5
HF Managed Account Investments Spc-Bcm Segregated Portfolio [2012-03-30] 810.4 57.0
AUM Breakdown Accounts AUM ($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 # Filings # Firms 2011 - 2025
David Bree 428
Don Seymour 315
Peter Goldstein 23
Buckingham Capital Management Inc 6
Stephen Maguire 5
Lawrence Leeds Jr 4
Manny Korman 4
David Keidan 4
Lloyd Karp 2
EDGAR Form CIK 2011 - 2025
13F-HR [0001089212]
3 [0001089212]
4 [0001089212]
SC 13G [0001089212]
13F-HR [0001567634]
Form 13D/13G Filer Form 13D/13G Subject Filed
Buckingham Capital Management Inc NEFF Corp [2016-02-12]
Buckingham Capital Management Inc UCP Inc [2015-02-10]
Buckingham Capital Management Inc XCEL Brands Inc [2014-07-09]
Buckingham Capital Management Inc Crumbs Bake Shop Inc [2013-02-13]
Buckingham Capital Management Inc G III Apparel Group Ltd /DE/ [2013-02-13]
Buckingham Capital Management Inc Sequential Brands Group Inc [2013-02-08]
Form 3/4/5 Subject 2011 - 2025
UCP, Inc.
Buckingham Capital Management Inc
XCel Brands, Inc.
Related Firms State AUM ($B)
Buckingham Capital Management Inc
OH 0.0
Buckingham Financial Group Inc
OH 0.0
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