CLEARY GULL INC. Overview

Cleary Gull Inc. is an investment advisor that manages 1 BN dollars in regulatory AUM and has 48 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/15 to 03/31/15. The fund's latest filing disclosed 106MM in positions, representing 10% of the manager's regulatory AUM.

CLEARY GULL INC. StockAlpha

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Top 25%
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Fundamental & Technical Factor Exposure

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CLEARY GULL INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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CLEARY GULL INC. Founders and Key Employees

Name Title In Position Since
Michael Joseph Cleary Chairman Of The Board And Ceo March-2002
John Reuben Peterson Managing Director - Investment Banking, Secretary, Treasurer And Director March-2002
Robert Leslie Warner Executive Vice President And Director March-2002
Ronald David Miller Managing Director - Investment Banking And Director March-2002
William Hugh Braun Cfo, Chief Compliance Officer, Financial And Operations Principal August-2002
Brian Keith Andrew President And Chief Investment Officer February-2011

CLEARY GULL INC. Brokers, Custodians, Auditors and Administrators

Type Company

CLEARY GULL INC. Investment Strategy

Item 8 - Methods of Analysis, Investment Strategies, and Risk of Loss

Methods of Analysis
Cleary Gull primarily utilizes Cleary Gull Advisors, as well as services and products of the Program Administrator, to provide research and analysis with respect to Managers, funds, and fixed income securities. Cleary Gull tailors the application of this information to the individual needs and circumstances of each client.


Cleary Gull Advisors’ methods of analysis for funds and Managers include the following:

 Screening of Managers and funds using both qualitative and quantitative factors. Qualitatively, Cleary Gull Advisors considers the Manager’s or fund’s structure, ownership, history, personnel, risk management, and decision-making process. Quantitative factors considered include total return, risk as measured by standard deviation, relative volatility and absolute decline over various historical periods, portfolio turnover, and cons...
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CLEARY GULL INC. Portfolio Concentration

CLEARY GULL INC. Location

100 EAST WISCONSIN AVE
SUITE 2400
MILWAUKEE, Wisconsin
UNITED STATES, 53202

CLEARY GULL INC. Contact Information

Phone Number: 414-291-4500
Fax Number: 414-270-2241
Website:

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