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 hedge fund organized as an LLC and operating since the late 1980s. The firm serves both individual/family clients and institutional investors, offering portfolio management across separately managed accounts, pooled vehicles and investment companies. It also publishes periodicals or newsletters as part of its advisory activities. Fee arrangements include asset-based fees, subscription fees and fixed fees. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.
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 70Active vs passive
$325M in ETFs
99%
$320M
<1%
$4.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIREXION DAILY S&P 500 (R) BEAR 1X ETF (SPDN) | Direxion | Passive | Trading Inverse Equity | $30.6M | 3,074,122 | 9.42% |
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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