CLEAR HARBOR ASSET Overview
Clear Harbor Asset Management Llc is an investment advisor that manages 653.9 MM dollars in regulatory AUM and has 13 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 03/31/23. The fund's latest filing disclosed 955MM in positions, representing 146% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 03/31/23. The fund's latest filing disclosed 955MM in positions, representing 146% of the manager's regulatory AUM.
CLEAR HARBOR ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CLEAR HARBOR ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ROP | 10.38% | Industrials | 2.26% | 0.49% | 0 | 14% | ||
| AAPL | 5.66% | Tech | 6.53% | -0.15% | 0 | 45% | ||
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FEATURED IN
CLEAR HARBOR ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Ian A. Armstrong | Chief Compliance Officer | December-2009 |
| Aaron J. Kennon | Chief Executive Officer | December-2009 |
| Donald Roger B. Liddell | Managing Member | May-2010 |
CLEAR HARBOR ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
CLEAR HARBOR ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
Clear Harbor’s primary methods of analysis are fundamental, technical and cyclical analysis.
Fundamental analysis involves the fundamental financial condition and competitive position of a company. Clear Harbor will analyze the financial condition, capabilities of management, earnings, new products and services, as well as the company’s markets and position amongst its competitors in order to determine the recommendations made to clients. The primary risk in using fundamental analysis is that while the overall health and position of a company may be good, market conditions may negatively impact the security.
Technical analysis involves the analysis of past market data rather than specific company data in determining the recommendations made to clients. Technical analysis may involve the use of charts to identify market patterns and trends which ...
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Methods of Analysis
Clear Harbor’s primary methods of analysis are fundamental, technical and cyclical analysis.
Fundamental analysis involves the fundamental financial condition and competitive position of a company. Clear Harbor will analyze the financial condition, capabilities of management, earnings, new products and services, as well as the company’s markets and position amongst its competitors in order to determine the recommendations made to clients. The primary risk in using fundamental analysis is that while the overall health and position of a company may be good, market conditions may negatively impact the security.
Technical analysis involves the analysis of past market data rather than specific company data in determining the recommendations made to clients. Technical analysis may involve the use of charts to identify market patterns and trends which ...
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CLEAR HARBOR ASSET Portfolio Concentration
CLEAR HARBOR ASSET Location
420 LEXINGTON AVENUE
SUITE 2006
NEW YORK, New York
UNITED STATES, 10170
SUITE 2006
NEW YORK, New York
UNITED STATES, 10170
CLEAR HARBOR ASSET Contact Information
Phone Number: 212-867-7310
Fax Number: DECEMBER
Website: http://www.clearharboram.com
Fax Number: DECEMBER
Website: http://www.clearharboram.com
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