OLSTEIN CAPITAL MANAGEMENT, L.P.
Adviser information for OLSTEIN CAPITAL MANAGEMENT, L.P. last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Partnership |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | New York, United States |
Employees
Total Number of Employees | 12 |
---|---|
Investment Advisory/Research | 6 |
Registered Broker-Dealer Representatives | 3 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 2 | $728.0M |
Non-Discretionary | 0 | $0 |
Total | 2 | $728.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 2 | $728.0M |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 1 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUMA PERCENTAGE OF ASSETS ALLOCATED TO MODEL PORTFOLIOS |
Principal Office
4 MANHATTANVILLE ROADSUITE 204
PURCHASE
NY
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 914-269-6100, Fax: 914-696-0737
Websites
Chief Compliance Officer
JAMES B. KIMMEL
SVP AND GENERAL COUNSEL
4 MANHATTANVILLE ROAD
SUITE 204
PURCHASE
NY
United States
Tel:
914-269-6117
Fax:
914-696-0737
J******@***************M
(Full email address available in API data)
Regulatory Contact
ERIC R. HEYMAN
PRESIDENT
4 MANHATTANVILLE ROAD
SUITE 204
PURCHASE
NY
United States
Tel:
914-269-6133
Fax:
914-696-0737
H*****@***************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
OLSTEIN, INC. | Domestic Entity | – | LIMITED PARTNER | 01/2006 | 10-25% |
OLSTEIN, ROBERT ALAN | Individual | – | CHAIRMAN/CEO/CIO/SECRETARY | 06/1994 | < 5% |
OLSTEIN, ROBERT ALAN | Individual | OLSTEIN, INC. | PRESIDENT, SOLE DIRECTOR AND SHAREHOLDER | 06/1994 | > 75% |
OLSTEIN ADVISERS, LLC | Domestic Entity | – | GENERAL PARTNER/LIMITED PARTNER | 01/2006 | > 75% |
OLSTEIN, INC. | Domestic Entity | OLSTEIN ADVISERS,LLC | MANAGING MEMBER | 12/2002 | > 75% |
KIMMEL, JAMES B | Individual | – | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | 06/2004 | < 5% |
Heyman, Eric, Robert | Individual | – | PRESIDENT/LEAD PORTFOLIO MANAGER/DIRECTOR OF RESEARCH | 02/2022 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 10th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABM INDS INC | COM | 15K | 290K | – |
AGCO CORP | COM | 587 | 6K | – |
ALPHABET INC | CAP STK CL C | 6K | 30K | – |
AMERICAN EXPRESS CO | COM | 3K | 15K | – |
APPLE INC | COM | 3K | 15K | – |
APTIV PLC | SHS | 6K | 82K | – |
AVANTOR INC | COM | 6K | 291K | – |
AXALTA COATING SYS LTD | COM | 4K | 103K | – |
BAXTER INTL INC | COM | 9K | 273K | – |
BECTON DICKINSON & CO | COM | 7K | 30K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 5K | 14K | – |
BLUE BIRD CORP | COM | 3K | 47K | – |
BRADY CORP | CL A | 2K | 30K | – |
CARRIER GLOBAL CORPORATION | COM | 3K | 46K | – |
CBRE GROUP INC | CL A | 8K | 86K | – |
CENTRAL GARDEN & PET CO | CL A NON-VTG | 3K | 79K | – |
CISCO SYS INC | COM | 8K | 176K | – |
CITIZENS FINL GROUP INC | COM | 11K | 300K | – |
COMCAST CORP NEW | CL A | 4K | 90K | – |
CORNING INC | COM | 8K | 212K | – |
CORTEVA INC | COM | 9K | 159K | – |
CUMMINS INC | COM | 7K | 25K | – |
CUSHMAN WAKEFIELD PLC | SHS | 2K | 233K | – |
CVS HEALTH CORP | COM | 9K | 155K | – |
DEERE & CO | COM | 8K | 21K | – |
DELTA AIR LINES INC DEL | COM NEW | 6K | 132K | – |
DENNYS CORP | COM | 6K | 896K | – |
DINE BRANDS GLOBAL INC | COM | 9K | 242K | – |
DISNEY WALT CO | COM | 12K | 119K | – |
DOUGLAS DYNAMIC INC | COM | 2K | 72K | – |
DOVER CORP | COM | 5K | 28K | – |
EASTMAN CHEM CO | COM | 5K | 48K | – |
EBAY INC | COM | 5K | 102K | – |
EQUIFAX INC | COM | 2K | 10K | – |
FEDEX CORP | COM | 8K | 28K | – |
FIDELITY NATL INFORMATION SV | COM | 7K | 99K | – |
FIFTH THIRD BANCORP | COM | 8K | 216K | – |
FIRST ADVANTAGE | COM | 1K | 73K | – |
FIRST HAWAIIAN INC | COM | 2K | 100K | – |
FISERV INC | COM | 2K | 13K | – |
FORTIVE CORP | COM | 4K | 50K | – |
GATES INDUSTRIAL CORPRATIN P | ORD SHS | 3K | 201K | – |
GENERAL DYNAMICS | COM | 3K | 11K | – |
GENERAL MTRS CO | COM | 7K | 141K | – |
GOLDMAN SACHS GROUP INC | COM | 5K | 12K | – |
GRAHAM CORP | COM | 1K | 38K | – |
HENRY SCHEIN INC | COM | 6K | 86K | – |
HOLOGIC INC | COM | 7K | 92K | – |
HOME BANCSHARES INC | COM | 2K | 86K | – |
INTEGRA LIFESCIENCES HLDGS | COM NEW | 3K | 113K | – |
INTERNATIONAL FLAVORS&FRAGRANCE | COM | 8K | 88K | – |
INVESCO LTD | SHS | 8K | 515K | – |
JOHNSON & JOHNSON | COM | 9K | 61K | – |
JOHNSON OUTDOORS INC | CL A | 2K | 66K | – |
JONES LANG LASALLE INC | COM | 9K | 44K | – |
KIMBERLY CLARK CORP | COM | 7K | 48K | – |
KORN FERRY | COM NEW | 7K | 102K | – |
KULICKE & SOFFA INDS INC | COM | 10K | 201K | – |
L3HARRIS TECHNOLOGIES INC | COM | 7K | 31K | – |
LKQ CORP | COM | 8K | 202K | – |
MASTERCARD INC | CL A | 2K | 5K | – |
MEDTRONIC PLC | SHS | 6K | 73K | – |
META PLATFORMS INC | CL A | 3K | 6K | – |
MICROSOFT CORP | COM | 3K | 7K | – |
MIDDLEBY CORP | COM | 8K | 67K | – |
MILLER INDS INC TENN | COM NEW | 2K | 33K | – |
MOHAWK INDS INC | COM | 9K | 82K | – |
MOODYS CORP | COM | 3K | 7K | – |
OMNICOM GROUP INC | COM | 8K | 87K | – |
PRESTIGE CONSMR HEALTHCARE | COM | 3K | 49K | – |
PROSPERITY BANCSHARES INC | COM | 2K | 28K | – |
QUEST DIAGNOSTICS INC | COM | 9K | 67K | – |
REYNOLDS CONSUMER PRODS INC | COM | 8K | 272K | – |
RTX CORP | COM | 7K | 70K | – |
S&P GLOBAL INC | COM | 3K | 7K | – |
SCHLUMBERGER LTD | COM | 8K | 166K | – |
SENSATA TECHNOLOGIES HLDNG P | SHS | 13K | 342K | – |
SHYFT GROUP INC | COM | 3K | 283K | – |
SOUTHWEST AIRLS CO | COM | 6K | 193K | – |
SS&C TECHNOLOGIES HLDGS INC | COM | 9K | 141K | – |
STANLEY BLACK & DECKER INC | COM | 7K | 85K | – |
TARGET CORP | COM | 7K | 46K | – |
TEXAS INSTRS INC | COM | 4K | 22K | – |
TIMKEN CO | COM | 1K | 15K | – |
TRAVELERS COMPANIES INC | COM | 6K | 31K | – |
UNITED PARCEL SERVICE INC | CL B | 9K | 68K | – |
UNITEDHEALTH GROUP INC | COM | 8K | 17K | – |
UNIVERSAL HLTH SVCS INC | CL B | 2K | 10K | – |
US BANCORP DEL | COM NEW | 9K | 216K | – |
VISA INC | COM CL A | 3K | 11K | – |
VISHAY INTERTECHNOLOGY INC | COM | 2K | 104K | – |
VONTIER CORPORATION | COM | 8K | 204K | – |
WABASH NATL CORP | COM | 939 | 43K | – |
WARNER BROS DISCOVERY INC | COM SER A | 3K | 365K | – |
WELLS FARGO CO NEW | COM | 7K | 121K | – |
WESCO INTL INC | COM | 8K | 48K | – |
WILLIS TOWERS WATSON PLC LTD | SHS | 7K | 27K | – |
WINNEBAGO INDS INC | COM | 3K | 57K | – |
ZIMMER BIOMET HOLDINGS INC | COM | 8K | 77K | – |