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 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 45% of the manager's regulatory AUM.

FIRST FOUNDATION StockAlpha

-2.1%
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

FIRST FOUNDATION Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 5.38% Tech 3.56% 0.33% 0 36%
VER 5.03% Financials -20.83% -1.66% 0 7%
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FEATURED IN
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Pensions & Investments logo
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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...
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FIRST FOUNDATION Portfolio Concentration

FIRST FOUNDATION Location

18101 VON KARMAN AVE
SUITE 700
IRVINE, California
UNITED STATES, 92612-1051

FIRST FOUNDATION Contact Information

Phone Number: 949-476-0300
Fax Number: 949-475-1456
Website:

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