Massey Quick Simon & Co LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Massey Quick Simon & Co LLC
CRD #132330
SEC #801-63357
CIK #
AUM $3.0 BB (67% Disc, 99% US)
Employees53 (32% Investors, 0% Brokers)
Phone973-525-1000
Address360 Mt Kemble Ave
Morristown, NJ 07960
Source IAPDexternal Websiteexternal Twitterexternal LinkedInexternal Instagramexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IWF 22.2
IWD 20.4
IWN 16.5
SPY 12.5
BAC 279,520.0 12.1
VUG 9.9
VYM 7.9
IWO 7.4
HEWJ 6.6
SDY 6.3
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other Massey Quick Multi Manager Equity Fund QP LP 2014-01-16external
106.2
106.2
Other MT Kemble Value Equity Fund I LLC 2012-03-06external
34.4
35.7
Other Massey Quick Multi Manager Equity Fund LP 2011-06-22external
43.6
43.6
Other Chapin Partners Master Fund LLC 2009-12-03external
46.5
94.8
HF MQ Global Macro Master Fund LLC
0.2
View All
Fund Directors # Filings # Firms 2011-2019
Stewart Massey 4 1
Mark Delotto 4 1
Leslie Quick III 4 1
Joseph Belfatto 3 1
Massey Quick Simon Co LLC 3 1
Massey Quick Co LLC 2 1
Massey Quick Multi Manager Equity Fund LLC 1 1
Dwight Massey 1 1
Chapin Partners Management LLC 1 1
Massey Quick Multi Manager Equity Management LLC 1 1
Comparable Firms State AUM ($BB)
FNY Investment Advisers LLC
NY
3.1
Atalanta Sosnoff Capital LLC
NY
3.1
Rice Hall James & Associates LLC
CA
3.1
Cantor Fitzgerald Investment Advisors LP
NY
3.0
Tradewinds Global Investors LLC
CA
3.0
Reservoir Operations LP
NY
2.9
Semper Capital Management LP
NY
2.9
Donald Smith & Co Inc
NY
2.9
Castleark Management LLC
IL
2.9
Landmark Management Inc
NY
2.9