CONCEPT CAPITAL Overview
Concept Capital Markets Llc is an investment advisor that manages 352.2 MM dollars in regulatory AUM and has 11 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/12 to 09/30/19. The fund's latest filing disclosed 189MM in positions, representing 54% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/12 to 09/30/19. The fund's latest filing disclosed 189MM in positions, representing 54% of the manager's regulatory AUM.
CONCEPT CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CONCEPT CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VG | 8.57% | Telecom | -34.25% | -3.41% | 0 | 7% | ||
| PDFS | 8.56% | Tech | 18.75% | 1.02% | 12 | 4% | ||
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FEATURED IN
CONCEPT CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert Emmett Moore | Co-Manager, Ceo, And Gsp | March-2010 |
| Michael Scott Rosen | Co-Manager And Gsp | March-2010 |
| Jack Dave Seibald | Co-Manager And Gsp | March-2010 |
| Thomas Nicholas Schirripa | Co-Manager, Cfo, And Finop | March-2010 |
| Ralph Edward Poppell | Chief Compliance Officer | March-2010 |
| Neil Michael Shaughnessy | Co-Manager, Cao, Coo & Gsp | March-2010 |
| Rosemary Aruanno | Controller | July-2012 |
CONCEPT CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CONCEPT CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investing in securities involves risk of loss that clients should be prepared to bear, and no assurance can be given that any of the investment strategies described below will achieve their objectives.
General We offer several different investment strategies and advisory programs to our clients based on the financial circumstances, investment objectives and risk tolerance of the particular client. Such strategies may involve the use of equities, fixed income securities, options, exchange traded funds or mutual funds, derivative instruments or any combination of such securities and investments as determined by the particular Portfolio Manager handling a client’s account. Within any of the investment strategies utilized by our Portfolio Managers, specific investments may be selected on the basis of fundamental analysis, or on the basis of some form of quantitative analysis that seeks to predict future st...
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Investing in securities involves risk of loss that clients should be prepared to bear, and no assurance can be given that any of the investment strategies described below will achieve their objectives.
General We offer several different investment strategies and advisory programs to our clients based on the financial circumstances, investment objectives and risk tolerance of the particular client. Such strategies may involve the use of equities, fixed income securities, options, exchange traded funds or mutual funds, derivative instruments or any combination of such securities and investments as determined by the particular Portfolio Manager handling a client’s account. Within any of the investment strategies utilized by our Portfolio Managers, specific investments may be selected on the basis of fundamental analysis, or on the basis of some form of quantitative analysis that seeks to predict future st...
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CONCEPT CAPITAL Portfolio Concentration
CONCEPT CAPITAL Location
1010 FRANKLIN AVENUE
SUITE 303
GARDEN CITY, New York
UNITED STATES, 11530-5942
SUITE 303
GARDEN CITY, New York
UNITED STATES, 11530-5942
CONCEPT CAPITAL Contact Information
Phone Number: 516-746-5757
Fax Number: 516-747-6594
Website: null
Fax Number: 516-747-6594
Website: null
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