ELM ADVISORS LLC Overview
Elm Advisors Llc is an investment advisor that manages 266.8 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 09/30/20. The fund's latest filing disclosed 145MM in positions, representing 54% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 09/30/20. The fund's latest filing disclosed 145MM in positions, representing 54% of the manager's regulatory AUM.
ELM ADVISORS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ELM ADVISORS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VFWSX | 10.12% | ETF | 11.99% | 0.46% | 0 | 4% | ||
| VTI | 9.66% | ETF | 10.11% | 0.16% | 0 | 8% | ||
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FEATURED IN
ELM ADVISORS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Elana M. Lieberman | Principal, Chief Compliance Officer | April-2005 |
| Lorne Abramson | Principal, Chief Operations Officer | August-2005 |
ELM ADVISORS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ELM ADVISORS LLC Investment Strategy
Item 8 - METHODS OF ANALYSIS, INVESTMENT STRATEGIES, Risk of Loss METHODS OF ANALYSIS
Our portfolio managers rely on leading industry and academic research to inform ELM Advisors’ investment strategy. We use a variety of financial and economic sources to study various asset classes, including third-party academic research materials, financial newspapers and magazines, corporate rating services, and corporate annual reports, prospectuses, and regulatory filings. We continually assess the respective return/risk characteristics of each security bought and sold.
INVESTMENT STRATEGY
ELM Advisors believes asset allocation (as opposed to market timing and individual security selection) is the primary determinant of portfolio performance over the long term. In addition, other underlying tenets of our investment philosophy are the following: broad diversification, low portfolio turnover, and high sensitivity to “frictional” costs and tax efficiency.
Our portfolio managers rely on leading industry and academic research to inform ELM Advisors’ investment strategy. We use a variety of financial and economic sources to study various asset classes, including third-party academic research materials, financial newspapers and magazines, corporate rating services, and corporate annual reports, prospectuses, and regulatory filings. We continually assess the respective return/risk characteristics of each security bought and sold.
INVESTMENT STRATEGY
ELM Advisors believes asset allocation (as opposed to market timing and individual security selection) is the primary determinant of portfolio performance over the long term. In addition, other underlying tenets of our investment philosophy are the following: broad diversification, low portfolio turnover, and high sensitivity to “frictional” costs and tax efficiency.
ELM ADVISORS LLC Portfolio Concentration
ELM ADVISORS LLC Location
1860 EL CAMINO REAL
SUITE 200
BURLINGAME, California
UNITED STATES, 94010
SUITE 200
BURLINGAME, California
UNITED STATES, 94010
ELM ADVISORS LLC Contact Information
Phone Number: 650-697-3013
Fax Number: 650-697-3003
Website: http://www.elmadvisors.com
Fax Number: 650-697-3003
Website: http://www.elmadvisors.com
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