There is insufficient data to calculate a profile for BERNICKE & ASSOCIATES LTD. Symmetric profiles are based upon 13-F filings, which all hedge funds with over a 100MM in AUM are required to disclose with the SEC. As part of the filing, funds are required to disclose equity long positions in their portfolio. The absense of any long equity positions or insignificant AUM may be a few reasons for the lack of data on this fund.
BERNICKE & ASSOCIATES Overview
Bernicke & Associates Ltd is an investment advisor that manages 156.5 MM dollars in regulatory AUM and has 19 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.
The manager's has disclosed holdings from to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.
BERNICKE & ASSOCIATES StockAlpha
| Top 25% |
0yr StockAlpha
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Fundamental & Technical Factor Exposure
BERNICKE & ASSOCIATES Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
BERNICKE & ASSOCIATES Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Ty A. Bernicke | Chief Executive Officer | October-2012 |
| Karlyn R. Etheridge | Chief Compliance Officer | October-2012 |
| Michael G. Brahmer | Chief Operations Officer | October-2012 |
BERNICKE & ASSOCIATES Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BERNICKE & ASSOCIATES Investment Strategy
Item 8. Client Contact with Portfolio Managers
In this Item, Bernicke & Associates is required to describe any restrictions on clients’ ability to contact and consult with the portfolio managers managing their investment portfolios. Clients can generally contact the Independent Managers managing their portfolios through Bernicke & Associates by providing the Firm with a written request and identification of the questions or issues to be discussed with the Independent
Managers. After receiving the client’s written request, Bernicke & Associates, at its sole discretion, may
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contact the In...
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In this Item, Bernicke & Associates is required to describe any restrictions on clients’ ability to contact and consult with the portfolio managers managing their investment portfolios. Clients can generally contact the Independent Managers managing their portfolios through Bernicke & Associates by providing the Firm with a written request and identification of the questions or issues to be discussed with the Independent
Managers. After receiving the client’s written request, Bernicke & Associates, at its sole discretion, may
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Bernicke & Associates, Ltd. Wrap Brochure
contact the In...
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BERNICKE & ASSOCIATES Portfolio Concentration
BERNICKE & ASSOCIATES Location
BERNICKE & ASSOCIATES Contact Information
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