ALLEY COMPANY LLC Overview
Alley Company Llc is an investment advisor that manages 407.6 MM dollars in regulatory AUM and has 4 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 12/31/19. The fund's latest filing disclosed 389MM in positions, representing 95% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 12/31/19. The fund's latest filing disclosed 389MM in positions, representing 95% of the manager's regulatory AUM.
ALLEY COMPANY LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ALLEY COMPANY LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| JPM | 3.75% | Financials | -4.59% | -0.04% | 0 | 25% | ||
| LQD | 3.69% | ETF | 3.24% | 0.12% | 0 | 5% | ||
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FEATURED IN
ALLEY COMPANY LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Steven J. Alley | President/Chief Compliance Officer | March-1998 |
ALLEY COMPANY LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ALLEY COMPANY LLC Investment Strategy
Item 8: Methods of Analysis, Investment Strategies, and Risk of Loss
Regulations concerning the use of margin leverage are established by the Federal Reserve Board and vary if the client’s account is held at a broker-dealer versus a bank custodian. Broker-dealers and bank custodians may apply more stringent rules as they deem necessary.
B.2. Short-Term Trading
Although Alley Company, as a general business practice, does not utilize short-term trading, there may be instances in which short-term trading may be necessary or an appropriate strategy. In this regard, please read the following:
There is an inherent risk for clients who trade frequently in that high-frequency trading creates substantial transaction costs that in the aggregate could negatively impact account performance.
B.3. Option Strategies
Various option strategies give the holder the right to acquire or sell underlying securities at the contract strike price up...
Unlock Full Investment Process Description
Regulations concerning the use of margin leverage are established by the Federal Reserve Board and vary if the client’s account is held at a broker-dealer versus a bank custodian. Broker-dealers and bank custodians may apply more stringent rules as they deem necessary.
B.2. Short-Term Trading
Although Alley Company, as a general business practice, does not utilize short-term trading, there may be instances in which short-term trading may be necessary or an appropriate strategy. In this regard, please read the following:
There is an inherent risk for clients who trade frequently in that high-frequency trading creates substantial transaction costs that in the aggregate could negatively impact account performance.
B.3. Option Strategies
Various option strategies give the holder the right to acquire or sell underlying securities at the contract strike price up...
Unlock Full Investment Process Description
ALLEY COMPANY LLC Portfolio Concentration
ALLEY COMPANY LLC Location
585 BANK LANE
SUITE 2400
LAKE FOREST, Illinois
UNITED STATES, 60045
SUITE 2400
LAKE FOREST, Illinois
UNITED STATES, 60045
ALLEY COMPANY LLC Contact Information
Phone Number: 847-482-0938
Fax Number: 847-482-1237
Website: http://www.alleycompanyllc.com
Fax Number: 847-482-1237
Website: http://www.alleycompanyllc.com
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