ACCOUNT MANAGEMENT Overview

Account Management Llc is an investment advisor that manages 139.5 MM dollars in regulatory AUM and has 4 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 73MM in positions, representing 52% of the manager's regulatory AUM.

ACCOUNT MANAGEMENT StockAlpha

-5.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ACCOUNT MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 33.29% Financials 14.11% -1.88% 0 28%
EPD 12.47% Energy -5.86% -1.75% 0 13%
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FEATURED IN
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ACCOUNT MANAGEMENT Founders and Key Employees

Name Title In Position Since
Peter Deroetth Member & Chief Compliance Officer April-2006
Christopher A. Deroetth Member April-2001

ACCOUNT MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company

ACCOUNT MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Analysis:

Our security analysis methods include, but are not limited to, financial newspapers and magazines; research materials prepared by others; annual reports, prospectuses, filings with the SEC; and company press releases. We also visit with companies’ management, competitors and customers and attend seminars for public and/or private companies as well as annual meetings of shareholders.




Investment Strategies:

Most of the assets supervised by us are dedicated to investing for long term capital gains. A small percentage are supervised with an additional emphasis on seeking active trading profits. Major positions may be taken in relatively unknown companies.


Regarding the timing of purchases and sales, our investment policies in recent years have been such that precise timing is unimportant relative to other factors in the investment decision. Ty...
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ACCOUNT MANAGEMENT Portfolio Concentration

ACCOUNT MANAGEMENT Location

17 ARLINGTON STREET
BOSTON, Massachusetts
UNITED STATES, 02116

ACCOUNT MANAGEMENT Contact Information

Phone Number: 617-236-4200
Fax Number: 617-236-5863
Website:

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