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MFWire: Tocqueville Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Tocqueville Asset Management
40 West 57th Street
19th Floor
New York, NY  10019
Google Maps

Contact
Main Phone: 212-698-0800
Web Site: http://www.tocqueville.com/index.html

Mutual Fund Brand(s)
Tocqueville Funds

Research Links
  • SEC Fund Filings by CIK

    • Background:
    On August 7, 2019, Sprott unveiled a deal to buy Tocqueville's gold strategy asset management business, which includes Tocqueville's biggest mutual fund. The deal is expected to close in January 2020.

    Formed in 1985, New York-based Tocqueville Asset Management is a privately-owned investment manager. It was originally founded as a subsidiary of Tucker Anthony & R.L. Day to manage  private accounts for high net worth clients. The firm became independent in 1990. In 2014, the firm teamed up with Swiss fund group Falcon Private Bank and launched two of its U.S. mutual funds in Europe. Tocqueville Trust now has six mutual funds--Tocqueville Fund, Opportunity Fund, International Fund, Select Fund, Delafied Fund, and Gold Fund.
    Sponsored Opportunities
    Key People:
    Robert Kleinschmidt
    President, CEO, CIO, Tocqueville Securities, LP
    John Hathaway
    Chairman and General Partner, Tocqueville Asset Management
    Thomas Q. Pandick
    Chief Compliance Officer, Tocqueville Asset Management
    Robert Kramer
    Chief operating officer, Tocqueville Asset Management
    Bruce Balding
    Portfolio Manager, Tocqueville Asset Management
    Nicholas Carlozzi
    Portfolio Manager, Tocqueville Asset Management
    Dennis Delafied
    Portfolio Manager, Tocqueville Asset Management
    Douglas Groh
    Portfolio Manager, Tocqueville Asset Management
    James Hunt
    Portfolio Manager, Tocqueville Asset Management
    Kenneth Lee
    Portfolio Manager, Tocqueville Asset Management
    Michael Meltzer
    Portfolio Manager, Tocqueville Asset Management
    Robert Pegg
    Portfolio Manager, Tocqueville Asset Management
    Vincent Sellecchia
    Portfolio Manager, Tocqueville Asset Management
    Thomas Vandeventer
    Portfolio Manager, Tocqueville Asset Management
    Colin Ferenbach
    Portfolio Manager, Tocqueville Asset Management
    David Harris
    Portfolio Manager, Tocqueville Asset Management
    Joshua Kaufthal
    Portfolio Manager, Tocqueville Asset Management
    Heather Perlmutter
    Portfolio Manager, Tocqueville Asset Management
    Peter Shawn
    Portfolio Manager, Tocqueville Asset Management
    Donald Wang
    Portfolio Manager, Tocqueville Asset Management
    Anthony Balestrieri
    Portfolio Manager, Tocqueville Asset Management
    Matthew Cherashore
    Portfolio Manager, Tocqueville Asset Management
    Lawrence Fields
    Portfolio Manager, Tocqueville Asset Management
    George Mcauliffe
    Portfolio Manager, Tocqueville Asset Management
    Rudolf Mueller
    Portfolio Manager, Tocqueville Asset Management
    Irvin Cherashore
    Portfolio Manager, Tocqueville Asset Management
    Thomas Pandick
    Chief compliance officer, Tocqueville Asset Management L.P.
    Doug Adams
    Portfolio Manager, Tocqueville Asset Management
    John Hathaway
    Chairman, Tocqueville Asset Management
    Story Archive for Tocqueville Asset Management
    Published On Story Headline Publication
    12/21/2022 With $188MM, a Gotham Shop Leads MFWire.com
    8/7/2019 For Up to $50MM, a Gotham Shop Sells Off a Piece MFWire.com
    3/6/2017 Filings for Fundsters - March 6, 2017 MFWire.com
    12/9/2016 Filings for Fundsters - December 9, 2016 MFWire.com
    12/1/2015 An $11B Gotham Shop Builds Out Its Distro and Preps Two Funds MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    8/29/2013 Tocqueville Gold Fund Gets Bloomberg Mention MFWire.com
    10/11/2012 Barron's Likes a Gold PM MFWire.com
    5/3/2011 Strategic Insight Ranks the 25 Fastest-Growing Fund Firms MFWire.com
    7/9/2010 Fund Filings, Launches and PM Switches: July 9, 2010 MFWire.com
    1/15/2010 Investors are Still Testing the Equity-Fund Waters MFWire.com
    11/17/2009 PMs Weigh in on Golden Prospects MFWire.com
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