COBBLESTONE CAPITAL Overview

Cobblestone Capital Advisors Llc is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 34 employees, of which 18 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 706MM in positions, representing 53% of the manager's regulatory AUM.

COBBLESTONE CAPITAL StockAlpha

-3.3%
Top 25%
3yr 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

COBBLESTONE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IXUS 14.16% ETF -4.52% -0.86% 3 1%
SPY 6.17% ETF 1.56% 0% 0 29%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

COBBLESTONE CAPITAL Founders and Key Employees

Name Title In Position Since
Thomas M. Bartlett Member/Chief Compliance Officer March-1998
Peter H. Greavestunnell Member March-1998
John T. Dipasquale Managing Member January-2015

COBBLESTONE CAPITAL Brokers, Custodians, Auditors and Administrators

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

COBBLESTONE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Our firm employs the following types of analysis to formulate client recommendations: Fundamental Analysis: Fundamental analysis of a business involves analyzing its income
statement, financial statements and health, its management and competitive advantages, and its competitors and markets. Fundamental analysis school of thought maintains that markets may misprice a security in the short run but that the "correct" price will eventually be reached. Profits can be made by trading the mispriced security and then waiting for the market to recognize its "mistake" and re-price the security.
We monitor the macroeconomic environment looking for undervalued asset classes and industries.

However, fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial fa...
Get the Full Report

COBBLESTONE CAPITAL Portfolio Concentration

COBBLESTONE CAPITAL Location

140 ALLENS CREEK RD
ROCHESTER, New York
UNITED STATES, 14618-3307

COBBLESTONE CAPITAL Contact Information

Phone Number: 585-473-3333
Fax Number: 585-473-1662
Website:

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
Path B