CLS INVESTMENTS LLC Overview
Cls Investments Llc is an investment advisor that manages 7.6 BN dollars in regulatory AUM and has 94 employees, of which 50 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to . The fund's latest filing disclosed 6BN in positions, representing 86% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to . The fund's latest filing disclosed 6BN in positions, representing 86% of the manager's regulatory AUM.
CLS INVESTMENTS LLC StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CLS INVESTMENTS LLC Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
VTI | 4.52% | ETF | -6.83% | -0% | 0 | 0% | ||
IWF | 2.71% | ETF | -9.4% | -0.06% | 0 | 0% | ||
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CLS INVESTMENTS LLC Founders and Key Employees
Name | Title | In Position Since |
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Brian S. Nielsen | Secretary | September-2001 |
Scott R. Kubie | Vice President/Chief Strategist | February-2003 |
Todd P. Clarke | Ceo/Elected Manager | February-2005 |
Mark D. Applegarth | Treasurer/Chief Financial Officer | October-2006 |
John R. Vanneman | Chief Investment Officer | September-2012 |
Ryan B. Beach | President | September-2012 |
Kylee M. Beach | General Counsel | November-2012 |
Michael W. Forker | Chief Compliance Officer | May-2014 |
Eric R. Clarke | Elected Manager | April-2015 |
Michael R. Burns | Elected Manager | April-2015 |
Todd R. Crockett | Elected Manager | April-2015 |
Clara E. Maddox | Elected Manager | April-2015 |
CLS INVESTMENTS LLC Brokers, Custodians, Auditors and Administrators
Type | Company |
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CLS INVESTMENTS LLC Investment Strategy
CLS INVESTMENTS LLC Portfolio Concentration
CLS INVESTMENTS LLC Location
17605 WRIGHT STREET
OMAHA, Nebraska
UNITED STATES, 68130
OMAHA, Nebraska
UNITED STATES, 68130
CLS INVESTMENTS LLC Contact Information
Phone Number: 402-493-3313
Fax Number: 402-493-2811
Website: null
Fax Number: 402-493-2811
Website: null
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