GELLER FAMILY OFFICE Overview
Geller Family Office Services Llc is an investment advisor that manages 2.3 BN dollars in regulatory AUM and has 79 employees, of which 10 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 06/30/20. The fund's latest filing disclosed 330MM in positions, representing 14% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 06/30/20. The fund's latest filing disclosed 330MM in positions, representing 14% of the manager's regulatory AUM.
GELLER FAMILY OFFICE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GELLER FAMILY OFFICE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 29.29% | ETF | 7.03% | 0% | 0 | 25% | ||
| VOO | 28.08% | ETF | 7% | -0.04% | 0 | 14% | ||
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FEATURED IN
GELLER FAMILY OFFICE Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Martin J. Geller | Geller & Co. President | December-2004 |
| Robert Wedeking | Chief Investment Officer | April-2012 |
| Giuseppe Calabrase | Ceo | September-2013 |
| Martin A. Braunstein | Chief Compliance Officer | June-2014 |
GELLER FAMILY OFFICE Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
GELLER FAMILY OFFICE Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
a) Methods of Analysis & and Investment Strategies
GFOS’s research of investment managers (e.g., mutual funds, separately managed accounts, and investment partnerships), and other investment vehicles includes activities such as: (a) conducting personal interviews; (b) reviewing performance records; (c) reviewing the manager's or firm's marketing and other materials; (d) reviewing the firm's organizational structure and decision making processes; (e) reviewing governmental records, and (f) performing reference checks. The analysis process includes both objective and subjective criteria.
Due Diligence Process: We maintain an “approved” list of investment managers, including but not limited to, mutual funds, separate account managers, hedge funds and private equity vehicles. These approved managers have been subjected to our due diligence process and have be...
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a) Methods of Analysis & and Investment Strategies
GFOS’s research of investment managers (e.g., mutual funds, separately managed accounts, and investment partnerships), and other investment vehicles includes activities such as: (a) conducting personal interviews; (b) reviewing performance records; (c) reviewing the manager's or firm's marketing and other materials; (d) reviewing the firm's organizational structure and decision making processes; (e) reviewing governmental records, and (f) performing reference checks. The analysis process includes both objective and subjective criteria.
Due Diligence Process: We maintain an “approved” list of investment managers, including but not limited to, mutual funds, separate account managers, hedge funds and private equity vehicles. These approved managers have been subjected to our due diligence process and have be...
Unlock Full Investment Process Description
GELLER FAMILY OFFICE Portfolio Concentration
GELLER FAMILY OFFICE Location
909 THIRD AVENUE
NEW YORK, New York
UNITED STATES, 10022
NEW YORK, New York
UNITED STATES, 10022
GELLER FAMILY OFFICE Contact Information
Phone Number: (212) 583-6001
Fax Number: (212) 583-6241
Website: http://www.gellerfamilyofficeservices.com
Fax Number: (212) 583-6241
Website: http://www.gellerfamilyofficeservices.com
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