CLOUD GATE CAPITAL LLC Overview

Cloud Gate Capital Llc is an investment advisor that manages 248.1 MM dollars in regulatory AUM and has 7 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 12/31/15. The fund's latest filing disclosed 71MM in positions, representing 28% of the manager's regulatory AUM.

CLOUD GATE CAPITAL LLC StockAlpha

-5%
Top 25%
1.25yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CLOUD GATE CAPITAL LLC 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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CLOUD GATE CAPITAL LLC Founders and Key Employees

Name Title In Position Since
Brian Newman Portfolio Management Member September-2012
David L. Heller Portfolio Management Member September-2012
David R. Nietfeldt Chief Compliance Officer September-2014
Jeffrey F. Knupp Chief Operating Officer February-2013

CLOUD GATE CAPITAL LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

CLOUD GATE CAPITAL LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Fundamental Analysis

The Adviser will utilize both top‐down and bottom‐up investment methodologies to see to identify investments having favorable reward versus ris characteristics. We will see exposure to long and short positions, primarily in equity securities, of publicly traded companies, and to benefit from the value‐based investment approach pursued by the Adviser, which is intended to achieve attractive returns with an active, hedged trading strategy involving short sales. The Adviser believes that company‐specific performance disparities and industry‐wide volatility create opportunities for active investment management in selected sectors.

When implementing its top‐down analysis, the Adviser will typically mae judgments based on econometric evaluation of the prospects for different industries and national or regional economies. At t...
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CLOUD GATE CAPITAL LLC Portfolio Concentration

CLOUD GATE CAPITAL LLC Location

900 N. MICHIGAN AVE
SUITE 1600
CHICAGO, Illinois
UNITED STATES, 60611

CLOUD GATE CAPITAL LLC Contact Information

Phone Number: 312-229-7655
Fax Number: 312-915-2487
Website:

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