CUMBERLAND Overview
Cumberland Associates is a hedge fund that manages 278 MM dollars in regulatory AUM and has 8 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 66MM in positions, representing 24% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 66MM in positions, representing 24% of the manager's regulatory AUM.
CUMBERLAND StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CUMBERLAND Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TSG | 60.37% | Tech | 63.68% | 30.04% | 1 | 2% | ||
| LVS | 5.53% | Cons. Disc. | 10.77% | 0.41% | 0 | 9% | ||
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FEATURED IN
CUMBERLAND Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Andrew M. Wallach | Co-Chief Executive Officer | November-2013 |
| Barry A. Konig | Director | November-2013 |
| Laura T. Conover-Ferchak | Chief Operating Officer, Chief Compliance Officer | November-2013 |
| Jason N. Ader | Co-Chief Executve Officer | November-2013 |
| Andrew P. Nelson | Chief Financial Officer | November-2013 |
| Daniel B. Silvers | President | November-2013 |
CUMBERLAND Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
CUMBERLAND Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Methods of Analysis and Investment Strategies
The descriptions set forth in this brochure of specific advisory services that the Adviser offers to clients, and investment strategies pursued and investments made by the Adviser on behalf of its clients, should not be understood to limit in any way the Adviser’s investment activities. The Adviser may offer any advisory services, engage in any investment strategy and make any investment, including any not described in this brochure, that the Adviser considers appropriate, subject to each client’s investment objectives and guidelines. The investment strategies the Adviser pursues are speculative and entail substantial risks. Investors in the Adviser’s funds should be prepared to bear a substantial loss of capital. There can be no assurance that the investment objectives of any client will be achieved.
The Adviser uses a fundamentall...
Unlock Full Investment Process Description
A. Methods of Analysis and Investment Strategies
The descriptions set forth in this brochure of specific advisory services that the Adviser offers to clients, and investment strategies pursued and investments made by the Adviser on behalf of its clients, should not be understood to limit in any way the Adviser’s investment activities. The Adviser may offer any advisory services, engage in any investment strategy and make any investment, including any not described in this brochure, that the Adviser considers appropriate, subject to each client’s investment objectives and guidelines. The investment strategies the Adviser pursues are speculative and entail substantial risks. Investors in the Adviser’s funds should be prepared to bear a substantial loss of capital. There can be no assurance that the investment objectives of any client will be achieved.
The Adviser uses a fundamentall...
Unlock Full Investment Process Description
CUMBERLAND Portfolio Concentration
CUMBERLAND Location
1370 AVENUE OF THE AMERICAS
28TH FLOOR
NEW YORK, New York
UNITED STATES, 10019
28TH FLOOR
NEW YORK, New York
UNITED STATES, 10019
CUMBERLAND Contact Information
Phone Number: 212-445-7800
Fax Number: 212-445-7801
Website: http://www.aderinv.com
Fax Number: 212-445-7801
Website: http://www.aderinv.com
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