BLUE BELL PRIVATE Overview
Blue Bell Private Wealth Management Llc is an investment advisor that manages 276.4 MM dollars in regulatory AUM and has 9 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/13 to 12/31/20. The fund's latest filing disclosed 290MM in positions, representing 105% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/13 to 12/31/20. The fund's latest filing disclosed 290MM in positions, representing 105% of the manager's regulatory AUM.
BLUE BELL PRIVATE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BLUE BELL PRIVATE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 31.23% | ETF | 2.02% | 0% | 0 | 29% | ||
| GAM | 8.68% | ETF | 2.87% | 0.08% | 13 | 2% | ||
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FEATURED IN
BLUE BELL PRIVATE Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Justin E. Capetola | Chief Compliance Officer & Joint Managing Member | May-2005 |
| J S. Miller | Chief Investment Officer & Joint Managing Member | May-2005 |
| Jonathan Miller | Chief Executive Officer & Joint Managing Member | May-2005 |
BLUE BELL PRIVATE Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BLUE BELL PRIVATE Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Blue Bell may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
Blue Bell 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)
Options (contract for the purchase or sale of a security at a predetermined price during a specific period of time)
Short Sales (contracted sale of borrowed securities with an obligation to make the lender whole)
Margin Transactions (us...
Unlock Full Investment Process Description
A. Blue Bell may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
Blue Bell 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)
Options (contract for the purchase or sale of a security at a predetermined price during a specific period of time)
Short Sales (contracted sale of borrowed securities with an obligation to make the lender whole)
Margin Transactions (us...
Unlock Full Investment Process Description
BLUE BELL PRIVATE Portfolio Concentration
BLUE BELL PRIVATE Location
BLUE BELL EXECUTIVE CAMPUS
470 NORRISTOWN ROAD, SUITE 305
BLUE BELL, Pennsylvania
UNITED STATES, 19422-2322
470 NORRISTOWN ROAD, SUITE 305
BLUE BELL, Pennsylvania
UNITED STATES, 19422-2322
BLUE BELL PRIVATE Contact Information
Phone Number: 610-825-3540
Fax Number: 610-825-9690
Website: http://www.bluebellpwm.com
Fax Number: 610-825-9690
Website: http://www.bluebellpwm.com
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