FINANCIAL PARTNERS Overview

Financial Partners Capital Management Llc is an investment advisor that manages 609.2 MM dollars in regulatory AUM and has 12 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 384MM in positions, representing 63% of the manager's regulatory AUM.

FINANCIAL PARTNERS StockAlpha

-3.3%
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

FINANCIAL PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XLK 4.35% ETF -2.28% -0.17% 0 8%
C 3.35% Financials 19% -0.12% 0 24%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

FINANCIAL PARTNERS Founders and Key Employees

Name Title In Position Since
Aaron Cohen President, Chief Operating Manager December-2003
Vincent J. Marsden Chief Compliance Officer, Coo January-2005
Craig M. Giventer Managing Director June-2006

FINANCIAL PARTNERS Brokers, Custodians, Auditors and Administrators

Type Company

FINANCIAL PARTNERS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

We use the following methods of analysis in formulating our investment advice and/or managing client assets:

Charting. In this type of technical analysis, we review charts of market and security activity in an attempt to identify when the market is moving up or down and to predict how long the trend may last and when that trend might reverse.

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 company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a


11
potential risk, as the price of a securi...
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FINANCIAL PARTNERS Portfolio Concentration

FINANCIAL PARTNERS Location

150 EAST 52ND STREET
16TH FLOOR
NEW YORK, New York
UNITED STATES, 10022-6265

FINANCIAL PARTNERS Contact Information

Phone Number: 646.277.7310
Fax Number: 646.277.7315
Website:

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