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 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 507% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 507% of the manager's regulatory AUM.
ADVISOR PARTNERS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ADVISOR PARTNERS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 6.22% | Tech | 6.8% | 0.08% | 0 | 0% | ||
| MSFT | 4.86% | Tech | 10.91% | 0.27% | 0 | 0% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
ADVISOR PARTNERS LLC Portfolio Concentration
ADVISOR PARTNERS LLC Location
2175 NORTH CALIFORNIA BLVD
SUITE 400
WALNUT CREEK, California
UNITED STATES, 94596
SUITE 400
WALNUT CREEK, California
UNITED STATES, 94596
ADVISOR PARTNERS LLC Contact Information
Phone Number: 415-477-9977
Fax Number: 415-989-0632
Website: http://www.advisorpartners.com
Fax Number: 415-989-0632
Website: http://www.advisorpartners.com
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