BLUM CAPITAL PARTNERS Overview

Blum Capital Partners Lp is a hedge fund that manages 822 MM dollars in regulatory AUM and has 19 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 52MM in positions, representing 6% of the manager's regulatory AUM.

BLUM CAPITAL PARTNERS StockAlpha

-34.7%
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

BLUM CAPITAL PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AVID 100% Tech -48.74% -46.62% 11 6%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

BLUM CAPITAL PARTNERS Founders and Key Employees

Name Title In Position Since
Richard C. Blum Chairman July-1994
Peter M. Westley Partner July-2012
Murray J. Mccabe Managing Partner August-2012
Cecilia B. Kwan Chief Financial Officer And Chief Compliance Officer August-2014

BLUM CAPITAL PARTNERS Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

BLUM CAPITAL PARTNERS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Blum Capital invests in both public and private companies through a variety of formats including Public Strategic Blocks (large stakes in public companies typically acquired through the open market), structured minority transactions and control transactions. Investments are typically longer‐term (2‐3 years or longer) and may include unregistered debt, preferred equity securities, or convertible equity or debt securities of public or private companies as well as common equity securities.

While historically some of the Blum Private Funds’ investment guidelines permitted investments in publicly traded options, futures and derivatives for bona‐fide hedging purposes, the Funds generally have not invested in such investments and do not expect to in the future.

A. Method of Analysis

Blum Capital employs a value‐oriented approach and invests in securities...
Get the Full Report

BLUM CAPITAL PARTNERS Portfolio Concentration

BLUM CAPITAL PARTNERS Location

909 MONTGOMERY STREET
SUITE 400
SAN FRANCISCO, California
UNITED STATES, 94133-4652

BLUM CAPITAL PARTNERS Contact Information

Phone Number: 415-434-1111
Fax Number: 415-434-3130
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