TOCQUEVILLE - History of Changes


DateDescription
2025-01-04 insert management_pages_linkeddomain qz.com
2024-12-04 delete person Kit Krug
2024-12-04 update person_title Natalie Blundell: Head of Client Services; Head of Client Services Kit Krug => Head of Client Services Tanya L. McDonald; Head of Client Services
2024-10-02 insert person Matthew Perakes
2024-09-01 delete person Tsering Ngudu
2024-09-01 update person_description Natalie Blundell => Natalie Blundell
2024-08-01 update person_title James E. Hunt: Portfolio Manager Heather J. Perlmutter, Portfolio Manager; Member of the Management Committee; Portfolio Manager at Tocqueville Asset Management L.P. Prior; Portfolio Manager at Tocqueville Asset Management L.P. He; Portfolio Manager => Portfolio Manager Heather J. Perlmutter, Portfolio Manager; Portfolio Manager Private; Member of the Management Committee; Portfolio Manager at Tocqueville Asset Management L.P. Prior; Portfolio Manager at Tocqueville Asset Management L.P. He; Portfolio Manager
2024-06-30 delete person Vincent Sellecchia
2024-06-30 update person_title Robert W. Kleinschmidt: Executive Chairman & CIO James E. Hunt, Portfolio Manager; Executive Chairman; Chief Investment Officer => Executive Chairman; Chief Investment Officer; Executive Chairman & CIO Paul J. Kleinschmidt, President & CEO
2024-05-30 delete person Dorothy Saenger
2024-03-24 insert management_pages_linkeddomain libsyn.com
2024-03-24 insert management_pages_linkeddomain moneylifeshow.com
2023-09-09 delete ceo Robert W. Kleinschmidt
2023-09-09 update person_title Robert W. Kleinschmidt: Chairman; CIO & Chairman James E. Hunt, Portfolio Manager; Chief Investment Officer; Chief Executive Officer => Executive Chairman & CIO James E. Hunt, Portfolio Manager; Executive Chairman; Chief Investment Officer
2023-08-07 delete president Scott Schlesinger
2023-08-07 insert ceo Paul J. Kleinschmidt
2023-08-07 insert otherexecutives James E. Hunt
2023-08-07 insert otherexecutives Paul J. Kleinschmidt
2023-08-07 insert otherexecutives Scott Schlesinger
2023-08-07 insert president Paul J. Kleinschmidt
2023-08-07 insert vp Scott Schlesinger
2023-08-07 insert management_pages_linkeddomain wpengine.com
2023-08-07 update person_description Kelsey D. Graham => Kelsey Graham
2023-08-07 update person_title James E. Hunt: Portfolio Manager at Tocqueville Asset Management L.P. He => Portfolio Manager Heather J. Perlmutter, Portfolio Manager; Member of the Management Committee; Portfolio Manager at Tocqueville Asset Management L.P. He; Portfolio Manager
2023-08-07 update person_title Paul J. Kleinschmidt: Private Wealth Management => Member of the Management Committee; CEO; President; Private Wealth Management; Portfolio Manager; President & CEO Joseph S. Piropato, Portfolio Manager
2023-08-07 update person_title Scott Schlesinger: Chief Operating Officer; in 1992 As Head of Trading; President => Vice President; Chief Operating Officer; Member of the Management Committee; in 1992 As Head of Trading
2023-03-18 insert email gm..@tocqueville.com
2023-01-14 delete person Jean Francois Coste
2023-01-14 insert person Tsering Ngudu Andy Kleinschmidt
2022-12-13 insert person Alex To
2022-10-11 delete person Tsering Ngudu Andy Kleinschmidt
2022-10-11 insert management_pages_linkeddomain growwithimg.com
2022-05-10 insert person Tsering Ngudu Andy Kleinschmidt
2022-04-09 delete about_pages_linkeddomain donorfirstx.com
2022-04-09 delete contact_pages_linkeddomain donorfirstx.com
2022-04-09 delete index_pages_linkeddomain donorfirstx.com
2022-04-09 delete management_pages_linkeddomain donorfirstx.com
2022-04-09 delete service_pages_linkeddomain donorfirstx.com
2022-04-09 delete terms_pages_linkeddomain donorfirstx.com
2022-03-10 delete source_ip 34.197.241.167
2022-03-10 insert source_ip 35.227.105.29
2021-12-09 delete phone 917 885 4370
2021-09-13 delete address 135 Main Street Suite1145 San Francisco, CA 94105
2021-08-11 delete email mm..@tocqueville.com
2021-08-11 insert email as..@tocqueville.com
2021-08-11 insert email hj..@tocqueville.com
2021-08-11 insert email jp..@tocqueville.com
2021-07-11 insert person Andy Kleinschmidt
2021-06-09 delete email nb..@tocqueville.com
2021-04-16 update person_title Natalie Blundell: Head of Client Services; Head of Client Services at Tocqueville Asset Management L.P => Head of Client Services; Head of Client Services Kit Krug; Head of Client Services at Tocqueville Asset Management L.P
2020-09-28 delete email gc..@tocqueville.com
2020-09-28 delete person George Cooke
2020-09-28 delete phone 646-467-6529
2020-07-19 delete person Colin C. Ferenbach
2020-07-19 update person_title Natalie Blundell: Head of Client Services; Head of Client Services Patricia Evelyn; Head of Client Services at Tocqueville Asset Management L.P => Head of Client Services; Head of Client Services at Tocqueville Asset Management L.P
2020-03-19 delete president Robert W. Kleinschmidt
2020-03-19 update person_title Robert W. Kleinschmidt: Client Service Professionals; Chief Investment Officer Michael Butts; President; Chief Investment Officer; Chief Executive Officer => Client Service Professionals; Chief Executive Officer and Chief Investment Officer of Tocqueville Asset Management L.P.; Chief Investment Officer; Chief Executive Officer
2020-02-18 delete chairman John Hathaway
2020-02-18 delete coo Robert J. Kramer
2020-02-18 delete personal_emails ju..@tocqueville.com
2020-02-18 insert coo Scott Schlesinger
2020-02-18 insert president Scott Schlesinger
2020-02-18 delete email ju..@tocqueville.com
2020-02-18 delete person Bruce E. Balding
2020-02-18 delete person Douglas B. Groh
2020-02-18 delete person John Hathaway
2020-02-18 delete person Joshua Kaufthal Rodman Moorhead
2020-02-18 delete person Julia Hathaway
2020-02-18 delete person N. Douglas Adams
2020-02-18 delete person Robert J. Kramer
2020-02-18 delete person Theresa A. Johnston
2020-02-18 delete person Thomas O. Pandick
2020-02-18 delete person Victor Huwang
2020-02-18 delete phone (203) 253-6544
2020-02-18 delete phone (212) 698-0815
2020-02-18 insert email pk@tocqueville.com
2020-02-18 insert person Kelsey D. Graham
2020-02-18 insert person Scott Schlesinger
2020-02-18 insert phone (917) 318-7706
2020-01-17 delete person Joshua Kaufthal James Maxwell
2020-01-17 insert person Joshua Kaufthal Rodman Moorhead
2019-12-17 delete person Ryan McIntyre
2019-12-17 insert phone 212-698-0820
2019-11-17 insert about_pages_linkeddomain donorfirstx.com
2019-11-17 insert contact_pages_linkeddomain donorfirstx.com
2019-11-17 insert index_pages_linkeddomain donorfirstx.com
2019-11-17 insert management_pages_linkeddomain donorfirstx.com
2019-11-17 insert person Diana Lynn Salter
2019-11-17 insert person Heather Doherty Guardado
2019-11-17 insert service_pages_linkeddomain donorfirstx.com
2019-11-17 insert terms_pages_linkeddomain donorfirstx.com
2019-10-17 delete person James R. Keller
2019-10-17 delete person Taylor Cantrell
2019-10-17 update person_title Natalie Blundell: Head of Client Services Taylor Cantrell; Head of Client Services; Head of Client Services at Tocqueville Asset Management L.P => Head of Client Services; Head of Client Services Patricia Evelyn; Head of Client Services at Tocqueville Asset Management L.P
2019-07-17 delete management_pages_linkeddomain plus.google.com
2019-05-17 delete email kd..@tocqueville.com
2019-05-17 delete email pt..@tocqueville.com
2019-05-17 delete person Keith Delmar
2019-05-17 delete person Philip Treick
2019-05-17 insert email jk..@tocqueville.com
2019-05-17 insert email pe..@tocqueville.com
2019-04-14 delete person J. Gordon Forsyth
2019-04-14 delete person Kimberley A. Stephens
2019-02-11 delete person Coille van Alphen
2019-01-04 delete person R. James Thornton
2018-11-17 delete address One Ferry Building, Suite 255 San Francisco, CA 94111
2018-11-17 insert address 135 Main Street Suite1145 San Francisco, CA 94105
2018-06-16 insert email sl..@tocqueville.com
2018-03-14 insert person Benner Ulrich
2018-01-30 delete person Christopher P. Fusco
2018-01-30 delete person Edward M. Gross
2017-11-23 delete email na..@tocqueville.com
2017-11-23 delete email sl..@tocqueville.com
2017-09-15 update person_description Michael Butts => Michael Butts
2017-08-04 insert email pt..@tocqueville.com
2017-07-06 update person_title Noelle Abrams: null => Client Service Professionals; Senior Portfolio Administrator at Tocqueville Asset Management L.P. She Heads Client; Relationship Manager With Tocqueville Asset Management L.P. He Heads Client
2017-07-06 update person_title Susan Lee: null => Portfolio Administrator; Client Service Professionals
2017-05-21 delete email pk@tocqueville.com
2017-05-21 delete phone (212) 698-0820
2017-05-21 delete phone (917) 318-7706
2017-05-21 delete phone 917 855 4370
2017-03-22 delete source_ip 198.1.79.33
2017-03-22 insert source_ip 34.197.241.167
2016-11-22 insert person James Maxwell
2016-11-22 insert person Joshua Kaufthal
2016-11-22 update person_description Donald Wang => Donald Wang
2016-11-22 update person_description J. Dennis Delafield => J. Dennis Delafield
2016-11-22 update person_description Vincent Sellecchia => Vincent Sellecchia
2016-09-18 delete chairman François D. Sicart
2016-09-18 delete founder François D. Sicart
2016-09-18 delete person Allen Huang
2016-09-18 delete person François D. Sicart
2016-06-23 insert management_pages_linkeddomain finra.org
2016-06-23 update person_description Kenneth E. Lee => Kenneth E. Lee
2016-06-23 update person_title Kenneth E. Lee: Portfolio Manager at Tocqueville Asset Management L.P. Mr; Portfolio Manager => Portfolio Manager at Tocqueville Asset Management L.P. Prior; Portfolio Manager
2016-06-23 update person_title Mr. Joseph A. Zock: Portfolio Manager at Tocqueville Asset Management L.P. Mr; Managing Director / Tocqueville Asset Management; Portfolio Manager => Portfolio Manager at Tocqueville Asset Management L.P. Mr; Portfolio Manager
2016-04-15 delete person Julia Hahaway
2016-02-28 insert personal_emails ju..@tocqueville.com
2016-02-28 insert email ju..@tocqueville.com
2016-02-28 insert email pk@tocqueville.com
2016-02-28 insert fax (203) 253-6544
2016-02-28 insert fax (917) 318-7706
2016-02-28 insert person Julia Hahaway
2016-02-28 insert person Paul Kleinschmidt
2016-02-28 insert phone (212) 698-0815
2016-02-28 insert phone (212) 698-0820
2016-01-02 update website_status FlippedRobots => OK
2015-11-02 update website_status OK => FlippedRobots
2015-09-07 delete person Michael de V. Flinn
2015-09-07 update person_title Heather J. Perlmutter: Managing Director, Is a Portfolio; Managing Director, Is => Portfolio Manager at Tocqueville Asset Management L.P; Portfolio Manager
2015-09-07 update person_title Robert R. Pegg: Managing Director, Is a Portfolio Manager; Managing Director, Is => Portfolio Manager at Tocqueville Asset Management L.P. Mr; Portfolio Manager
2015-05-31 delete person Douglas A. Rankin
2015-05-31 delete person P. Drew Rankin
2015-03-07 delete managingdirector Irvin L. Cherashore
2015-03-07 delete managingdirector Kenneth E. Lee
2015-03-07 update person_description Douglas A. Rankin => Douglas A. Rankin
2015-03-07 update person_description J. Dennis Delafield => J. Dennis Delafield
2015-03-07 update person_description John Hathaway => John Hathaway
2015-03-07 update person_description N. Douglas Adams => N. Douglas Adams
2015-03-07 update person_description Vincent Sellecchia => Vincent Sellecchia
2015-03-07 update person_title Bruce E. Balding: Managing Director, Is a Portfolio Manager; Managing Director, Is => Portfolio Manager at Tocqueville Asset Management L.P. Mr; Portfolio Manager
2015-03-07 update person_title Colin Ferenbach: Managing Director, Is a Portfolio Manager.; Managing Director, Is => Portfolio Manager at Tocqueville Asset Management L.P. Mr; Portfolio Manager
2015-03-07 update person_title David T. Harris: Managing Director, Is a Portfolio Manager; Managing Director, Is => Portfolio Manager at Tocqueville Asset Management L.P. Mr; Portfolio Manager
2015-03-07 update person_title Irvin L. Cherashore: Managing Director / Portfolio Manager at Tocqueville Asset Management L.P. Prior; Managing Director => Portfolio Manager at Tocqueville Asset Management L.P. Prior; Portfolio Manager
2015-03-07 update person_title James Hunt: Managing Director, Is; Managing Director, Is a Portfolio Manager at => Portfolio Manager at Tocqueville Asset Management; Portfolio Manager
2015-03-07 update person_title Joseph S. Piropato: Managing Director, Is; Managing Director, Is a Portfolio. => Portfolio Manager at Tocqueville Asset Management L.P. He; Portfolio Manager
2015-03-07 update person_title Kenneth E. Lee: Managing Director at Tocqueville Asset Management L.P. Mr; Managing Director => Portfolio Manager at Tocqueville Asset Management L.P. Mr; Portfolio Manager
2015-03-07 update person_title Lawrence M. Fields: Managing Director, Is a Portfolio; Managing Director, Is => Portfolio Manager at Tocqueville Asset Management L.P. He; Portfolio Manager
2015-03-07 update person_title Matthew Cherashore: Managing Director, Is; Managing Director, Is a Portfolio. => Portfolio Manager at Tocqueville Asset Management L.P. Prior; Portfolio Manager
2015-03-07 update person_title N. Douglas Adams: Managing Director, Is a Portfolio Manager; Managing Director, Is => Portfolio Manager at Tocqueville Asset Management L.P. Prior
2015-03-07 update person_title P. Drew Rankin: Managing Director, Is a Portfolio Manager; Managing Director, Is => Portfolio Manager at Tocqueville Asset Management L.P. Mr
2015-03-07 update person_title Peter Shawn: Managing Director, Is; Managing Director, Is a Portfolio Manager at => Portfolio Manager at Tocqueville Asset Management L.P. He; Portfolio Manager
2015-03-07 update person_title Thomas Vandeventer: Managing Director, Is a Portfolio; Managing Director, Is => Portfolio Manager at Tocqueville Asset Management L.P. Mr; Portfolio Manager
2015-02-07 delete source_ip 72.32.145.249
2015-02-07 insert source_ip 198.1.79.33
2014-11-25 insert about_pages_linkeddomain eisenman.com
2014-11-25 insert contact_pages_linkeddomain eisenman.com
2014-11-25 insert index_pages_linkeddomain eisenman.com
2014-11-25 insert management_pages_linkeddomain eisenman.com
2014-11-25 insert service_pages_linkeddomain eisenman.com
2014-11-25 insert terms_pages_linkeddomain eisenman.com
2014-08-15 update robots_txt_status www.tocqueville.com: 404 => 200
2014-07-15 insert managingdirector Kenneth E. Lee
2014-07-15 insert person Kenneth E. Lee
2014-03-04 delete treasurer John P. Cassidy
2014-03-04 delete person John P. Cassidy
2014-01-30 insert managingdirector Irvin L. Cherashore
2014-01-30 delete person Stephen Tabb
2014-01-30 insert person Anthony P. Balestrieri
2014-01-30 insert person Irvin L. Cherashore
2014-01-30 insert person Matthew Cherashore
2014-01-30 insert person Rudolf J. Mueller
2014-01-02 update person_title Michael T. Meltzer: Portfolio Manager at Tocqueville Asset Management L.P. Mr; Portfolio Manager => Portfolio Manager at Tocqueville Asset Management L.P. He; Portfolio Manager
2013-05-24 delete investor The Delafied Fund