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 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.


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Fundamental & Technical Factor Exposure

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EBIDTA Margin Debt/Assets Hedge Fund Crowding

BERNICKE & ASSOCIATES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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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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BERNICKE & ASSOCIATES Portfolio Concentration


BERNICKE & ASSOCIATES Contact Information

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