BAYSTATE WEALTH Overview

Baystate Wealth Management Llc is an investment advisor that manages 529.7 MM dollars in regulatory AUM and has 140 employees, of which 140 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 462MM in positions, representing 87% of the manager's regulatory AUM.

BAYSTATE WEALTH StockAlpha

-5.3%
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

BAYSTATE WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GWL 23.14% ETF -1.96% -1.03% 69 0%
JKE 9.56% ETF -1.55% -0.39% 30 0%
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BAYSTATE WEALTH Founders and Key Employees

Name Title In Position Since
Thomas N. O'Connor Managing Member September-2009
David C. Porter Managing Member September-2009
Susana M. Ngan Chief Compliance Officer September-2009
Gregory J. Pinto Managing Member January-2011
John P. Cogswell Chief Market Strategist January-2013
Joshua T. Pierce Director Of Research January-2013

BAYSTATE WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

BAYSTATE WEALTH Investment Strategy

BAYSTATE WEALTH Portfolio Concentration

BAYSTATE WEALTH Location

200 CLARENDON STREET
19TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02116

BAYSTATE WEALTH Contact Information

Phone Number: 617-982-5200
Fax Number: 617-812-8294
Website:

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