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 09/30/16. The fund's latest filing disclosed 220MM in positions, representing 63% of the manager's regulatory AUM.

CONCEPT CAPITAL StockAlpha

-5.6%
Top 25%
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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

CONCEPT CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PDFS 10.37% Tech 26.47% 2.52% 7 2%
DMRC 7.39% Tech -20.73% -1.66% 5 0%
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FEATURED IN
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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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CONCEPT CAPITAL Portfolio Concentration

CONCEPT CAPITAL Location

1010 FRANKLIN AVENUE
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:

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