BRINKER CAPITAL INC Overview
Brinker Capital Inc is an investment advisor that manages 17.3 BN dollars in regulatory AUM and has 139 employees, of which 15 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 12/31/18. The fund's latest filing disclosed 2BN in positions, representing 13% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 12/31/18. The fund's latest filing disclosed 2BN in positions, representing 13% of the manager's regulatory AUM.
BRINKER CAPITAL INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BRINKER CAPITAL INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 9.33% | ETF | 13.55% | 0.05% | 0 | 9% | ||
| IWF | 2.49% | ETF | 15.28% | 0.03% | 0 | 9% | ||
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FEATURED IN
BRINKER CAPITAL INC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Irwin C. Widger | Executive Chariman | July-2012 |
| John E. Coyne | Executive Vice Chairman | July-2012 |
| Noreen D. Beaman | Chief Executive Officer | July-2012 |
| Philip F. Green | Chief Financial Officer | January-2004 |
| Brian M. Ferko | Chief Compliance Officer | November-2010 |
BRINKER CAPITAL INC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BRINKER CAPITAL INC Investment Strategy
Item 8 – Client Contact with Portfolio Managers
The portfolio managers that have been approved for use in the programs are directly accessible to our clients through the coordination of our home office. Conference calls with the managers on various subjects ranging from changing market conditions to particular stock selections in the client's portfolio are available.
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Item 9 – Additional Information
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The portfolio managers that have been approved for use in the programs are directly accessible to our clients through the coordination of our home office. Conference calls with the managers on various subjects ranging from changing market conditions to particular stock selections in the client's portfolio are available.
29
11105904 v48
Item 9 – Additional Information
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Unlock Full Investment Process Description
BRINKER CAPITAL INC Portfolio Concentration
BRINKER CAPITAL INC Location
1055 WESTLAKES DRIVE
SUITE 250
BERWYN, Pennsylvania
UNITED STATES, 19312
SUITE 250
BERWYN, Pennsylvania
UNITED STATES, 19312
BRINKER CAPITAL INC Contact Information
Phone Number: 610-407-5500
Fax Number: 610-407-5407
Website: null
Fax Number: 610-407-5407
Website: null
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