ADVISOR PARTNERS LLC Overview

Advisor Partners Llc is an investment advisor that manages 300 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 09/30/16. The fund's latest filing disclosed 300MM in positions, representing 100% of the manager's regulatory AUM.

ADVISOR PARTNERS LLC StockAlpha

-0.6%
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

ADVISOR PARTNERS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.44% Tech -2.29% 0.01% 0 42%
MSFT 2.3% Tech 3.56% 0.14% 0 36%
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FEATURED IN
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ADVISOR PARTNERS LLC Founders and Key Employees

Name Title In Position Since
Andrew T. Rudd Chairman, Investment Oversight Committee December-2009
Michelle L. Farmer Chief Compliance Officer December-2009
Daniel S. Kern President & Chief Investment Officer August-2011

ADVISOR PARTNERS LLC Brokers, Custodians, Auditors and Administrators

Type Company

ADVISOR PARTNERS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
AP uses a combination of qualitative and quantitative statistical analysis to build client-specific portfolios that track specific benchmarks. In managing individual accounts, AP uses a quantitative portfolio construction methodology with the objective of building a portfolio that fits the client’s individual needs. The methods of analysis used by AP are unique to SMA and MAAP and are summarized below. Further details about AP’s investment methodology may be obtained upon request.

SMA
An SMA is typically comprised of individual equity securities and ADRs. Each SMA is closely tailored to the client’s specific financial circumstances and preferences. AP seeks to control risks, such as volatility and tracking error, through explicit measurement and management techniques. For example, a customized SMA may have custom individual securities weights and include or omit a given security, sector, capitalization o...
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ADVISOR PARTNERS LLC Portfolio Concentration

ADVISOR PARTNERS LLC Location

2175 NORTH CALIFORNIA BLVD
SUITE 400
WALNUT CREEK, California
UNITED STATES, 94596

ADVISOR PARTNERS LLC Contact Information

Phone Number: 415-477-9977
Fax Number: 415-989-0632
Website:

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