WHV Investments Inc

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WHV Investments Inc
CRD #107214
SEC #801-46131
CIK #0000105692
AUM
Employees 31 (19% Investors, 10% Brokers)
Phone415-981-6911
Address301 Battery Street
San Francisco, CA 94111-3203
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
2016128402001200920172025
Sector Form 13F Holdings Value ($B)
Canadian National Railway Co 0.0
Canadian Pacific Railway Ltd/Cn 0.0
Schlumberger Ltd /NV/ 0.0
BHP Billiton Ltd 0.0
Gardner Denver Holdings Inc 0.0
LyondellBasell Industries NV 0.0
British American Tobacco PLC 0.0
Eaton Corp Ltd 0.0
Suncor Energy Inc 0.0
Rio Tinto PLC 0.0
View All
Holdings by Sector ($B)
25201510502012201320152017
AUM Breakdown Accounts AUM ($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 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 0 0.0
(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 0 0.0
(n) Other 0 0.0
Total 860 1.0
By Discretionary
Discretionary 847 0.7
Non-Discretionary 13 0.3
Total 860 1.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.0
Total 860 1.0
EDGAR Form CIK 2011 - 2026
13F-HR [0000105692]
SC 13G [0000105692]
Form 13D/13G Filer Form 13D/13G Subject Filed
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Firm Profile (Form ADV)
Discretionary AUM$13.6B
Clients860 (1 non-US)
ServesInstitutional, Retail
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