BERSON & CORRADO Overview
Berson & Corrado Investment Advisors Llc is an investment advisor that manages 383.5 MM dollars in regulatory AUM and has 11 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/09 to 09/30/21. The fund's latest filing disclosed 161MM in positions, representing 42% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 09/30/21. The fund's latest filing disclosed 161MM in positions, representing 42% of the manager's regulatory AUM.
BERSON & CORRADO StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BERSON & CORRADO Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SHOP | 4.7% | Unknown | 23.14% | 0.63% | 0 | 15% | ||
| SCHP | 4.29% | ETF | 2.57% | -0.01% | 0 | 2% | ||
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FEATURED IN
BERSON & CORRADO Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Stuart M. Berson | Managing Member | September-1997 |
| Mark A. Corrado | Managing Member | September-1997 |
| Stacey Berson | Member | September-1997 |
| Scott Berson | Member | September-1997 |
| Nicholas Corrado | Member | September-1997 |
| Dean Corrado | Member | September-1997 |
| Luke Corrado | Member | March-2000 |
| Herman Lentz | Chief Compliance Officer | June-2006 |
BERSON & CORRADO Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BERSON & CORRADO Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Berson & Corrado may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Berson & Corrado 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)
Trading (securities sold within thirty (30) days)
Short Sales (contracted sale of borrowed securities with an obligation to make the lender whole)
Margin Transactions (use of borrowed assets to purchase financial instruments)
Options (contract for the purchase or sale of a security at a predetermined price during a specific period of time)
Hedging (making an investment to reduce the risk of adverse price mov...
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A. Berson & Corrado may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Berson & Corrado 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)
Trading (securities sold within thirty (30) days)
Short Sales (contracted sale of borrowed securities with an obligation to make the lender whole)
Margin Transactions (use of borrowed assets to purchase financial instruments)
Options (contract for the purchase or sale of a security at a predetermined price during a specific period of time)
Hedging (making an investment to reduce the risk of adverse price mov...
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BERSON & CORRADO Portfolio Concentration
BERSON & CORRADO Location
25 WEST 43RD STREET
SUITE 920
NEW YORK, New York
UNITED STATES, 10036-7406
SUITE 920
NEW YORK, New York
UNITED STATES, 10036-7406
BERSON & CORRADO Contact Information
Phone Number: 212-730-5444
Fax Number: 212-730-5450
Website: http://www.bersonandcorrado.com
Fax Number: 212-730-5450
Website: http://www.bersonandcorrado.com
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