CARNICK & KUBIK LLC Overview
Carnick & Kubik Llc is an investment advisor that manages 320 MM dollars in regulatory AUM and has 5 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 03/31/21. The fund's latest filing disclosed 499MM in positions, representing 156% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 03/31/21. The fund's latest filing disclosed 499MM in positions, representing 156% of the manager's regulatory AUM.
CARNICK & KUBIK LLC StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
CARNICK & KUBIK LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 3.78% | ETF | 11.02% | -0.01% | 0 | 0% | ||
| IVE | 3.41% | ETF | 5.73% | -0.18% | 0 | 0% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
CARNICK & KUBIK LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David J. Kubik | Member | August-2011 |
| Nathan J. Kubik | Member | August-2011 |
| Craig E. Carnick | Chief Compliance Officer | September-2011 |
CARNICK & KUBIK LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CARNICK & KUBIK LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. METHODS OF ANALYSIS AND INVESTMENT STRATEGIES
The Adviser believes each client presents a unique set of goals, values, interests, objectives, time horizons and challenges. Carnick & Kubik provides individualized attention to each type of investor who engages the Adviser for services.
The Adviser provides individualized Investment Advisory Services to its clients. The Adviser can provide advisory services for portfolios ranging from conservative to aggressive; each designed to meet the varying needs of and within the direction set forth by the investors. Working in partnership with the client, the Adviser selects the portfolio most appropriate after clients have defined their objectives, risk tolerance and time horizons.
Based upon information provided by the client, the Adviser attempts to evaluate an investor’s risk tolerance, time horizon, goals and object...
Unlock Full Investment Process Description
A. METHODS OF ANALYSIS AND INVESTMENT STRATEGIES
The Adviser believes each client presents a unique set of goals, values, interests, objectives, time horizons and challenges. Carnick & Kubik provides individualized attention to each type of investor who engages the Adviser for services.
The Adviser provides individualized Investment Advisory Services to its clients. The Adviser can provide advisory services for portfolios ranging from conservative to aggressive; each designed to meet the varying needs of and within the direction set forth by the investors. Working in partnership with the client, the Adviser selects the portfolio most appropriate after clients have defined their objectives, risk tolerance and time horizons.
Based upon information provided by the client, the Adviser attempts to evaluate an investor’s risk tolerance, time horizon, goals and object...
Unlock Full Investment Process Description
CARNICK & KUBIK LLC Portfolio Concentration
CARNICK & KUBIK LLC Location
675 SOUTHPOINTE COURT
SUITE 102
COLORADO SPRINGS, Colorado
UNITED STATES, 80906-3887
SUITE 102
COLORADO SPRINGS, Colorado
UNITED STATES, 80906-3887
CARNICK & KUBIK LLC Contact Information
Phone Number: 719-579-8000
Fax Number: 719-579-8010
Website: http://www.carnick.com
Fax Number: 719-579-8010
Website: http://www.carnick.com
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