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 09/30/16. The fund's latest filing disclosed 171MM in positions, representing 62% of the manager's regulatory AUM.

BLUE BELL PRIVATE StockAlpha

-1.9%
Top 25%
3yr StockAlpha Register for more...

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

BLUE BELL PRIVATE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 17.95% ETF 4.72% 0% 0 29%
GAM 8.89% ETF 6.49% 0.19% 8 3%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
Get the Full Report

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

BLUE BELL PRIVATE Contact Information

Phone Number: 610-825-3540
Fax Number: 610-825-9690
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B