FIRST FOUNDATION Overview
First Foundation Advisors is an investment advisor that manages 3.2 BN dollars in regulatory AUM and has 56 employees, of which 46 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/17. The fund's latest filing disclosed 2BN in positions, representing 58% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/17. The fund's latest filing disclosed 2BN in positions, representing 58% of the manager's regulatory AUM.
FIRST FOUNDATION StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FIRST FOUNDATION Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| FB | 6.2% | Tech | -8.59% | -0.69% | 0 | 46% | ||
| MSFT | 5.99% | Tech | 11.46% | 0.54% | 0 | 44% | ||
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FEATURED IN
FIRST FOUNDATION Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Ulrich E. Keller | Chairman | December-2002 |
| John A. Hakopian | President | June-2009 |
| Gregory S. Bruce | Chief Compliance Officer | January-2004 |
| John M. Michel | Chief Financial Officer | January-2010 |
FIRST FOUNDATION Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
FIRST FOUNDATION Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. The Registrant may utilize, but are not limited to, the following methods of security analysis:
Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts of potential market valuation)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securit...
Unlock Full Investment Process Description
A. The Registrant may utilize, but are not limited to, the following methods of security analysis:
Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts of potential market valuation)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securit...
Unlock Full Investment Process Description
FIRST FOUNDATION Portfolio Concentration
FIRST FOUNDATION Location
18101 VON KARMAN AVE
SUITE 700
IRVINE, California
UNITED STATES, 92612-1051
SUITE 700
IRVINE, California
UNITED STATES, 92612-1051
FIRST FOUNDATION Contact Information
Phone Number: 949-476-0300
Fax Number: 949-475-1456
Website: http://www.ff-inc.com/
Fax Number: 949-475-1456
Website: http://www.ff-inc.com/
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