CAPITAL ADVANTAGE Overview
Capital Advantage Inc. is an investment advisor that manages 501.3 MM dollars in regulatory AUM and has 10 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 12/31/22. The fund's latest filing disclosed 445MM in positions, representing 89% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 12/31/22. The fund's latest filing disclosed 445MM in positions, representing 89% of the manager's regulatory AUM.
CAPITAL ADVANTAGE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CAPITAL ADVANTAGE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IGHG | 16.14% | ETF | 0.67% | -0.21% | 23 | 0% | ||
| ICSH | 10.68% | ETF | 1.17% | -0.03% | 1 | 3% | ||
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FEATURED IN
CAPITAL ADVANTAGE Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John S. Hayman | President | June-1998 |
| Dawn E. Henke | Chief Compliance Officer / Chief Operating Officer | August-2008 |
| Donna L. Lewis | Executive Vice President | January-2011 |
CAPITAL ADVANTAGE Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CAPITAL ADVANTAGE Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss ................................ 4
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CAPITAL ADVANTAGE Portfolio Concentration
CAPITAL ADVANTAGE Location
3708 MT DIABLO BLVD, SUITE 200
LAFAYETTE, California
UNITED STATES, 94549-3612
LAFAYETTE, California
UNITED STATES, 94549-3612
CAPITAL ADVANTAGE Contact Information
Phone Number: 925-299-1500
Fax Number: 925-299-1599
Website: http://www.capitaladvantage.com
Fax Number: 925-299-1599
Website: http://www.capitaladvantage.com
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