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 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 90% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 90% of the manager's regulatory AUM.
COBBLESTONE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
COBBLESTONE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GOVT | 11.07% | ETF | 1.32% | -0.37% | 0 | 2% | ||
| IXUS | 8.39% | ETF | 17.18% | 0.43% | 0 | 2% | ||
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FEATURED IN
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...
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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
ROCHESTER, New York
UNITED STATES, 14618-3307
COBBLESTONE CAPITAL Contact Information
Phone Number: 585-473-3333
Fax Number: 585-473-1662
Website: http://www.cobblestonecap.com
Fax Number: 585-473-1662
Website: http://www.cobblestonecap.com
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