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 06/30/21. The fund's latest filing disclosed 8BN in positions, representing 100% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 06/30/21. The fund's latest filing disclosed 8BN in positions, representing 100% 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 | 4.07% | ETF | 5.02% | -0.03% | 0 | 0% | ||
| IWF | 1.59% | ETF | 6.97% | 0.02% | 0 | 0% | ||
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FEATURED IN
CLS INVESTMENTS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| 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 |
|---|
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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