AVIANCE CAPITAL Overview
Aviance Capital Partners Llc is an investment advisor that manages 455.9 MM dollars in regulatory AUM and has 7 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 09/30/18. The fund's latest filing disclosed 414MM in positions, representing 91% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 09/30/18. The fund's latest filing disclosed 414MM in positions, representing 91% of the manager's regulatory AUM.
AVIANCE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
AVIANCE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 9.17% | Tech | -27.61% | -0.99% | 0 | 42% | ||
| AGN | 8.64% | Health | -22.55% | -1.06% | 0 | 11% | ||
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FEATURED IN
AVIANCE CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Orville D. Ward | Managing Member | February-2009 |
| James R. Neel | Member | February-2009 |
| Jeffrey S. Pike | Chief Compliance Officer, Chief Operating Officer, Member | February-2012 |
| Jack D. Brown | Member | January-2012 |
AVIANCE CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
AVIANCE CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. The Registrant may utilize the following methods of security analysis:
Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
Fundamental - (analysis performed on historical and present data, with the goal of estimating value and making financial forecasts)
Technical - (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
Cyclical - (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases - (securities held at least a year)
Short Term Purchases - (securities sold within a year)
...
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A. The Registrant may utilize the following methods of security analysis:
Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
Fundamental - (analysis performed on historical and present data, with the goal of estimating value and making financial forecasts)
Technical - (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
Cyclical - (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases - (securities held at least a year)
Short Term Purchases - (securities sold within a year)
...
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AVIANCE CAPITAL Portfolio Concentration
AVIANCE CAPITAL Location
2180 IMMOKALEE ROAD, #301
NAPLES, Florida
UNITED STATES, 34110-1407
NAPLES, Florida
UNITED STATES, 34110-1407
AVIANCE CAPITAL Contact Information
Phone Number: 239-598-4747
Fax Number: 239-598-4244
Website: http://www.aviancecapitalpartners.com
Fax Number: 239-598-4244
Website: http://www.aviancecapitalpartners.com
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