ADELL HARRIMAN & Overview
Adell Harriman & Carpenter Inc is an investment advisor that manages 598.7 MM dollars in regulatory AUM and has 10 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/17. The fund's latest filing disclosed 436MM in positions, representing 73% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/17. The fund's latest filing disclosed 436MM in positions, representing 73% of the manager's regulatory AUM.
ADELL HARRIMAN & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ADELL HARRIMAN & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.75% | Tech | 5.24% | -0.22% | 0 | 40% | ||
| XOM | 3.31% | Energy | -0.51% | 0.09% | 0 | 30% | ||
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FEATURED IN
ADELL HARRIMAN & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Stephen Adell | Principal | January-1995 |
| Mark C. Harriman | Principal | January-1995 |
| Martha L. Carpenter | Principal, Chief Compliance Officer | January-1995 |
ADELL HARRIMAN & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ADELL HARRIMAN & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
AHC’s three Principals work together as the Investment Committee to set target asset allocations and approve individual securities for the AHC buy list. The primary asset classes used by AHC include individual stocks, individual investment grade bonds and exchange traded funds (ETF). The Investment Committee reviews research and conducts fundamental analysis on all securities recommended for client accounts. For stocks and bonds the analysis generally includes a review of the issuer’s management, financial statements, credit ratings, historical profit and revenue trends, overall industry and competitive position, plus any other factors considered relevant to the particular investment. For ETFs the analysis generally includes a review of the fund’s management, historical risk and return results, exposure to specific industry sectors and geographies, plus any other factors considered relevant.
The Investme...
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AHC’s three Principals work together as the Investment Committee to set target asset allocations and approve individual securities for the AHC buy list. The primary asset classes used by AHC include individual stocks, individual investment grade bonds and exchange traded funds (ETF). The Investment Committee reviews research and conducts fundamental analysis on all securities recommended for client accounts. For stocks and bonds the analysis generally includes a review of the issuer’s management, financial statements, credit ratings, historical profit and revenue trends, overall industry and competitive position, plus any other factors considered relevant to the particular investment. For ETFs the analysis generally includes a review of the fund’s management, historical risk and return results, exposure to specific industry sectors and geographies, plus any other factors considered relevant.
The Investme...
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ADELL HARRIMAN & Portfolio Concentration
ADELL HARRIMAN & Location
2700 POST OAK BLVD, STE 1200
HOUSTON, Texas
UNITED STATES, 77056
HOUSTON, Texas
UNITED STATES, 77056
ADELL HARRIMAN & Contact Information
Phone Number: 713-621-1155
Fax Number: 713-621-7318
Website: http://www.ahcinvest.com
Fax Number: 713-621-7318
Website: http://www.ahcinvest.com
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