Leuthold Weeden Capital Management
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 105826
- Registered since
- October 16, 1987
- Website
- leutholdgroup.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees
- Client types
- Investment Companies62.26%
- Corporations / Businesses25.55%
- Other4.08%
- Pooled Investment Vehicles3.56%
- HNWI3.49%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Leuthold Weeden Capital Management is an SEC-registered LLC that has operated since 1987 and is organized as a hedge fund manager serving both individual/family and institutional clients. The firm provides portfolio management across multiple client types — individuals and small businesses, pooled investment vehicles, investment companies, and institutions — and also produces periodicals or newsletters. Its fee arrangements include percentage-of-AUM, subscription, and fixed-fee models. Leuthold Weeden does not describe itself as an active ESG investor and is not a multi-state or pension-consulting adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents3%
- Other2%
Owners & executives
3 of 5
Jeffrey Huge
Chief Investment OfficerCRD 2087009
Darrin Homme
Chief Operating OfficerCRD 5284725
Glenn Larson
Chief Compliance OfficerCRD 3138862
Contacts
3 of 6
Chun Wang
Co-Portfolio ManagerCRD 6262622
Paula Mikl
Senior Vice PresidentCRD 4488215
William Bower
Managing DirectorCRD 6535761
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$314M in ETFs
98%
$308M
<1%
$6.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIREXION DAILY S&P 500 (R) BEAR 1X ETF (SPDN) | Direxion | Passive | Trading Inverse Equity | $26.3M | 3,035,510 | 8.38% |
Location
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 100 N 6th St
- Time zone
- CT (UTC-6)
- Office locations
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