ALESCO ADVISORS LLC Overview

Alesco Advisors Llc is an investment advisor that manages 2.2 BN dollars in regulatory AUM and has 16 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 57% of the manager's regulatory AUM.

ALESCO ADVISORS LLC StockAlpha

-2.3%
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

ALESCO ADVISORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 23.74% ETF 4.73% 0% 0 9%
IJH 12.38% ETF 9.38% 0.58% 1 5%
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ALESCO ADVISORS LLC Founders and Key Employees

Name Title In Position Since
James G. Gould President, Treasurer, Chief Executive Officer, Chief Financial Officer, Manager, Member February-2000
Jeffrey D. Bradley Chief Compliance Officer, Member, Manager March-2006
Todd D. Green Chief Investment Officer, Manager, Member July-2007
Frederick J. Minges Executive Vice President, Member, Manager November-2009

ALESCO ADVISORS LLC Brokers, Custodians, Auditors and Administrators

Type Company

ALESCO ADVISORS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Alesco invests its clients’ assets in accordance with each client’s needs. Alesco considers the investment time horizon of the client, the client’s ability to assume risk, the client’s need for income, the taxable nature of the client’s assets, and other factors to assist the client in formulating an asset allocation strategy. The implementation of the asset allocation involves buying and selling investment securities. This involves risk of loss that the client should be prepared to bear.

The specific selection of investments is based on internal analysis of competing investment products. Alesco utilizes fundamental analysis and asset allocation theories, including quantitative modeling to formulate investment decisions.

Though Alesco may invest in a multitude of securities, index and index-based mutual funds and exchange traded funds (ETFs) are the most commonly recommended types of securi...
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ALESCO ADVISORS LLC Portfolio Concentration

ALESCO ADVISORS LLC Location

120 OFFICE PARK WAY
PITTSFORD, New York
UNITED STATES, 14534

ALESCO ADVISORS LLC Contact Information

Phone Number: (585)586-0970
Fax Number: (585)586-1898
Website:

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