EAGLE RIDGE Overview

Eagle Ridge Investment Management is an investment advisor that manages 235.5 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 09/30/16. The fund's latest filing disclosed 450MM in positions, representing 191% of the manager's regulatory AUM.

EAGLE RIDGE StockAlpha

-0.5%
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

EAGLE RIDGE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
QCOM 3.11% Tech -2.37% -0.03% 0 23%
CSJ 3.06% ETF -0.49% -0.04% 0 6%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

EAGLE RIDGE Founders and Key Employees

Name Title In Position Since
David A. Tillson President And Chief Investment Officer August-2008
John J. Knox Senior Vice President/ Chief Compliance Officer August-2008
Nicholas L. Frelinghuysen Principal June-2010

EAGLE RIDGE Brokers, Custodians, Auditors and Administrators

Type Company

EAGLE RIDGE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss………………………………6

Item 9. ...
Get the Full Report

EAGLE RIDGE Portfolio Concentration

EAGLE RIDGE Location

274 RIVERSIDE AVENUE
2ND FLOOR
WESTPORT, Connecticut
UNITED STATES, 06880-4808

EAGLE RIDGE Contact Information

Phone Number: 203-227-4515
Fax Number: 203-227-2690
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