DEFENDER CAPITAL
DEFENDER CAPITAL LLC Legal Name
Adviser information for DEFENDER CAPITAL last updated from Form ADV on March 18th, 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 Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | North Carolina, United States |
Employees
Total Number of Employees | 7 |
---|---|
Investment Advisory/Research | 7 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 5 |
Licensed Agents of an Insurance Company | 5 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 510 | $412.2M |
Non-Discretionary | 1 | $1.5M |
Total | 511 | $413.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 87 | $54.2M |
HNW Individuals | 141 | $307.5M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 1 | $38.5M |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $13.5M |
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 | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 26-50 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting services |
---|---|
Compensation | % of AUMHourly chargesFixed fees |
Other Business Activities | Insurance broker or agent |
Principal Office
1310 SOUTH TRYON STREETSUITE 101
CHARLOTTE
NC
United States
Monday - Friday, 8:00 AM - 4:00 PM
Tel: 704-373-1716, Fax: 704-494-7373
Chief Compliance Officer
DON G. STAMAS
PRESIDENT AND SECRETARY
1310 SOUTH TRYON STREET
SUITE 101
CHARLOTTE
NC
United States
Tel:
704-373-1716
Fax:
704-494-7373
D*@*****************S
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
DEFENDER CAPITAL PARTNERS LLC | Hedge Fund | $38.5M | $1.0M | 21 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
STAMAS, JOHN, DEAN | Individual | – | VICE PRESIDENT, TREASURER, MANAGING MEMBER | 09/2011 | 50-75% |
STAMAS, DON, GUS | Individual | – | PRESIDENT, MANAGING MEMBER, SECRETARY AND CCO | 12/2012 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 29th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
374WATER INC | COM | 112K | 93K | – |
ALTRIA GROUP INC | COM | 277K | 6K | – |
AMAZON COM INC | COM | 2M | 8K | – |
APPLE INC | COM | 2M | 8K | – |
ARISTA NETWORKS INC | COM | 352K | 1K | – |
AXON ENTERPISE INC | COM | 13M | 44K | – |
BERKSHIRE HATHAWAY CLASS B | COM | 41M | 101K | – |
CHEVRON CORP | COM | 2M | 11K | – |
COSTCO WHSL CORP | COM | 11M | 13K | – |
CSX CORP | COM | 231K | 7K | – |
DANAHER CORPORATION | COM | 34M | 135K | – |
DELL TECHNOLOGIES INC | COM | 485K | 4K | – |
ESAB CORPORATION | COM | 2M | 24K | – |
FORTIVE CORP | COM | 17M | 234K | – |
INTEL CORP | COM | 4M | 119K | – |
ISHARES CORE S&P 500 ETF | ETF | 328K | 600 | – |
ISHARES RUSSELL 2000 ETF | ETF | 609K | 3K | – |
JPMORGAN CHASE & CO | COM | 374K | 2K | – |
JPMORGAN EQUITY PREMIUM INCOME ETF | ETF | 319K | 6K | – |
LINEAGE CELL THERAPEUTICS IN | COM | 5M | 5M | – |
MARTIN MARIETTA MATLS INC | COM | 409K | 755 | – |
MICROSOFT CORP | COM | 2M | 3K | – |
MONSTER BEVERAGE CORP | COM | 22M | 435K | – |
NVIDIA CORPORATION | COM | 2M | 14K | – |
ONCOCYTE CORP | COM | 163K | 55K | – |
PALANTIR TECHNOLOGIES INC | COM | 20M | 789K | – |
PFIZER INC | COM | 502K | 18K | – |
PHILLIPS 66 | COM | 293K | 2K | – |
SPDR PORTFOLIO S&P 500 ETF | ETF | 691K | 11K | – |
STAAR SURGICAL CO | COM | 31M | 649K | – |
SYNOPSYS INC | COM | 239K | 402 | – |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 262K | 2K | – |
TELEDYNE TECHNOLOGIES INC | COM | 16M | 40K | – |
VANGUARD SHORT TERM TREASURY ETF IV | ETF | 52M | 900K | – |
VERALTO CORP | COM | 12M | 123K | – |