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 09/30/16. The fund's latest filing disclosed 395MM in positions, representing 66% of the manager's regulatory AUM.

ADELL HARRIMAN & StockAlpha

-3.5%
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

ADELL HARRIMAN & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 5.3% Tech -2.99% -0.08% 0 42%
XOM 3.91% Energy 1.12% -0.17% 0 29%
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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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ADELL HARRIMAN & Portfolio Concentration

ADELL HARRIMAN & Location

2700 POST OAK BLVD, STE 1200
HOUSTON, Texas
UNITED STATES, 77056

ADELL HARRIMAN & Contact Information

Phone Number: 713-621-1155
Fax Number: 713-621-7318
Website:

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