WHARTONHILL INVESTMENT ADVISORS
CRD #151483 SEC #801-70611 FORT WASHINGTON, PA 215-641-2370
SEC Registered
Total AUM
$169M
Discretionary
$169M
Employees
3
Clients
0
Accounts
353
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAPPER, SHAWN, BENJAMIN | I | MEMBER | D | Control |
| CAPPER, SHAWN, BENJAMIN | I | MEMBER | D | Control |
| CAPPER, SHAWN, BENJAMIN | I | MEMBER | D | Control |
| CAPPER, SHAWN, BENJAMIN | I | MEMBER | D | Control |
| CAPPER, SHAWN, BENJAMIN | I | MEMBER | D | Control |
| CAPPER, SHAWN, BENJAMIN | I | MEMBER | D | Control |
| CAPPER, SHAWN, BENJAMIN | I | MEMBER | D | Control |
| CAPPER, SHAWN, BENJAMIN | I | MEMBER | D | Control |
| CAPPER, SHAWN, BENJAMIN | I | MEMBER | D | Control |
| CAPPER, SHAWN, BENJAMIN | I | MEMBER | D | Control |
| CAPPER, SHAWN, BENJAMIN | I | MEMBER | D | Control |
| CAPPER, SHAWN, BENJAMIN | I | MEMBER | D | Control |
| CAPPER, SHAWN, BENJAMIN | I | MEMBER | D | Control |
| CAPPER, SHAWN, BENJAMIN | I | MEMBER | D | Control |
| CAPPER, SHAWN, BENJAMIN | I | MEMBER | D | Control |
| CAPPER, SHAWN, BENJAMIN | I | MEMBER | D | Control |
| CAPPER, SHAWN, BENJAMIN | I | MEMBER | D | Control |
| CAPPER, SHAWN, BENJAMIN | I | MEMBER | D | Control |
| CAPPER, SHAWN, BENJAMIN | I | MEMBER | D | Control |
| CAPPER, SHAWN, BENJAMIN | I | MEMBER | D | Control |
| CAPPER, SHAWN, BENJAMIN | I | MEMBER | D | Control |
| RUTAN, FRANK, ELMER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RUTAN, FRANK, ELMER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RUTAN, FRANK, ELMER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RUTAN, FRANK, ELMER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RUTAN, FRANK, ELMER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RUTAN, FRANK, ELMER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RUTAN, FRANK, ELMER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RUTAN, FRANK, ELMER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RUTAN, FRANK, ELMER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RUTAN, FRANK, ELMER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RUTAN, FRANK, ELMER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RUTAN, FRANK, ELMER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RUTAN, FRANK, ELMER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RUTAN, FRANK, ELMER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RUTAN, FRANK, ELMER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RUTAN, FRANK, ELMER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RUTAN, FRANK, ELMER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RUTAN, FRANK, ELMER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RUTAN, FRANK, ELMER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RUTAN, FRANK, ELMER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RUTAN, FRANK, ELMER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RUTAN, FRANK, ELMER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| CAPPER, SHAWN, BENJAMIN | I | MEMBER | C | Control |
| WINIECKI, MARILYN, BIER | I | MEMBER | A | |
| WINIECKI, MARILYN, BIER | I | MEMBER | A | |
| WINIECKI, MARILYN, BIER | I | MEMBER | A | |
| WINIECKI, MARILYN, BIER | I | MEMBER | A | |
| WINIECKI, MARILYN, BIER | I | MEMBER | A | |
| WINIECKI, MARILYN, BIER | I | MEMBER | A | |
| WINIECKI, MARILYN, BIER | I | MEMBER | A | |
| WINIECKI, MARILYN, BIER | I | MEMBER | A | |
| WINIECKI, MARILYN, BIER | I | MEMBER | A | |
| WINIECKI, MARILYN, BIER | I | MEMBER | A | |
| WINIECKI, MARILYN, BIER | I | MEMBER | A | |
| WINIECKI, MARILYN, BIER | I | MEMBER | A | |
| WINIECKI, MARILYN, BIER | I | MEMBER | A | |
| WINIECKI, MARILYN, BIER | I | MEMBER | A | |
| WINIECKI, MARILYN, BIER | I | MEMBER | A | |
| WINIECKI, MARILYN, BIER | I | MEMBER | A | |
| WINIECKI, MARILYN, BIER | I | MEMBER | A | |
| WINIECKI, MARILYN, BIER | I | MEMBER | A | |
| WINIECKI, MARILYN, BIER | I | MEMBER | A | |
| WINIECKI, MARILYN, BIER | I | MEMBER | A | |
| WINIECKI, MARILYN, BIER | I | MEMBER | A | |
| WINIECKI, MARILYN, BIER | I | MEMBER | A |
Registrations
Federal
IA
Mar 21, 2016 REGISTERED
Notice Filings (11)
CT DE FL IL IN NC NJ NM NY PA TN
Address
451 SOUTH BETHLEHEM PIKESUITE 210
FORT WASHINGTON, PA 19034
United States
Phone: 215-641-2370