FIELDPOINT PRIVATE Overview

Fieldpoint Private Advisors Inc is an investment advisor that manages 235 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/01 to 09/30/16. The fund's latest filing disclosed 150MM in positions, representing 64% of the manager's regulatory AUM.

FIELDPOINT PRIVATE StockAlpha

-3%
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

FIELDPOINT PRIVATE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CSCO 3.05% Tech -6.13% -0.15% 0 30%
COST 2.94% Cons. Staples -0.18% 0.13% 0 22%
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FEATURED IN
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FIELDPOINT PRIVATE Founders and Key Employees

Name Title In Position Since
Taylor T. Gray Managing Director May-2011
Richard T. Arkwright President May-2011
Jill A. Harvey Managing Director May-2011
Robert S. Matthews Chairman May-2011
Hans L. Kummerfeld Chief Compliance Officer December-2011

FIELDPOINT PRIVATE Brokers, Custodians, Auditors and Administrators

Type Company

FIELDPOINT PRIVATE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



When managing clients’ discretionary accounts, FPA Advisors engage in investments, transactions or activities that are in the best interest of the client. All investment transactions must be in vehicles on the firm’s “Approved List” or “Focus List” maintained by the Office of the Chief Investment Officer (“CIO”) of FPA’s parent company, Fieldpoint Private Bank & Trust (“Fieldpoint Private”).



7.1 Methods of Analysis


Fieldpoint Private Advisors uses the following methods of analysis in formulating investment advice and/or managing client assets:

Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the issuer itself) to determine if the company is underpriced (indicating it ma...
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FIELDPOINT PRIVATE Portfolio Concentration

FIELDPOINT PRIVATE Location

400 PARK AVENUE
18TH FLOOR
NEW YORK, New York
UNITED STATES, 10022-9490

FIELDPOINT PRIVATE Contact Information

Phone Number: 212.365.7660
Fax Number: 212.682.9692
Website:

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