Leuthold Weeden Capital Management LLC (Minneapolis)

Name: Leuthold Weeden Capital Management LLC
Address: 100 N 6 Th Street, Ste 412 A, Minneapolis, MN, 55403
Telephone: 612-332-9141

Leuthold Weeden Capital Management LLC is a large advisory firm based in Minneapolis. It manages $1.92 billion of regulatory assets for 130 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Indiana, Minnesota, Nevada, New York, and Texas.

Leuthold Weeden Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Leuthold Weeden Capital Management: assets under management

The assets under management (AUM) of Leuthold Weeden Capital Management LLC is $1.92 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 992% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.92 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.79 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Leuthold Weeden Capital Management LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Leuthold Weeden Capital Management LLC

John Christopher Mueller has been acting as President since 1 Jan 2005. Roger Allen Peters joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Steven Carlos Leuthold	Ceo, portfolio manager	1 Mar 2000	Other	307554
Charles Douglas Zender	Portfolio manager	1 Mar 2000	Other	476283
Inc. Leuthold & Anderson	Member	1 Mar 2000	75% - 100%	41-1592927
Weeden Investors Lp	Member	1 Mar 2000	Other	13-3364541
Inc. Butler Holdings	Member	1 Mar 2000	75% - 100%	41-1592927
Edward Charles Favreau	Managing director	1 Mar 2001	Other	1422867
David Ryan Cragg	Chief compliance officer	1 Mar 2001	Other	2344003
John Christopher Mueller	President	1 Jan 2005	Other	2236600
Steven Carlos Leuthold	Cio, portfolio manager	1 Jul 2005	Other	307554
Inc. Butler Holdings	Member	1 Jul 2005	25% - 50%	41-1592927
David Ryan Cragg	Chief operating officer	1 Jul 2005	Other	2344003
John Christopher Mueller	Co-chief executive officer	1 Jul 2005	Other	2236600
Jeffrey C Leadholm	Co-chief executive officer	1 Jul 2005	Other	3026967
Roger Allen Peters	Chief compliance officer	1 Nov 2005	Other	2204436

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Steven Carlos Leuthold	Ceo	1 Aug 1987	75% - 100%	307554

Based in Minneapolis

The principal office where Leuthold Weeden Capital Management LLC performs its advisory services is located at 100 N 6 Th Street, Ste 412 A, Minneapolis, MN 55403, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 612-332-9141 or by fax 612-332-0797. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.leutholdfunds.com.