BINGHAM OSBORN & Overview

Bingham Osborn & Scarborough Llc is an investment advisor that manages 3.2 BN dollars in regulatory AUM and has 37 employees, of which 22 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 945MM in positions, representing 30% of the manager's regulatory AUM.

BINGHAM OSBORN & StockAlpha

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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

BINGHAM OSBORN & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 32.9% ETF 1.56% 0% 0 29%
VEA 19.64% ETF -3.85% -1.07% 1 8%
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FEATURED IN
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BINGHAM OSBORN & Founders and Key Employees

Name Title In Position Since
Carol L. Benz Manager/Chief Compliance Officer May-2003
Kevin D. Dorwin Manager July-2008
Clayton G. Deutsch Manager October-2010
David J. Kaye Manager March-2011
David J. Campbell Manager January-2001

BINGHAM OSBORN & Brokers, Custodians, Auditors and Administrators

Type Company

BINGHAM OSBORN & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis:

The methods BOS uses to analyze investments rely heavily on analytical tools and historical databases of securities prices that we have developed in-house. Our database for U.S. stocks and bonds begins in 1926. We also have databases for many different U.S. and foreign asset classes
that begin at later dates.





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Part 2A of Form ADV: Firm Brochure






BOS analyzes the historical returns and risk data of many different asset classes and utilizes the results of this analysis when developing portfolio strategy. We examine an investment’s performance both in isolation and within the context of a diversified portfolio. We seek investments with different patterns of returns (not 100% correlated) with the goal of reducing portfolio risk.

BOS monitors the individual investments utilized in your portfolios ...
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BINGHAM OSBORN & Portfolio Concentration

BINGHAM OSBORN & Location

345 CALIFORNIA STREET, SUITE 1100
SAN FRANCISCO, California
UNITED STATES, 94104

BINGHAM OSBORN & Contact Information

Phone Number: 415-781-8535
Fax Number: 415-291-9575
Website:

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