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 09/30/16. The fund's latest filing disclosed 108MM in positions, representing 40% of the manager's regulatory AUM.

ELM ADVISORS LLC StockAlpha

-2%
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

ELM ADVISORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VEU 10.52% ETF -0.84% -0.6% 0 2%
VTI 10.45% ETF 5.23% 0.05% 0 10%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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.
Get the Full Report

ELM ADVISORS LLC Portfolio Concentration

ELM ADVISORS LLC Location

1860 EL CAMINO REAL
SUITE 200
BURLINGAME, California
UNITED STATES, 94010

ELM ADVISORS LLC Contact Information

Phone Number: 650-697-3013
Fax Number: 650-697-3003
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