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 09/30/16. The fund's latest filing disclosed 176MM in positions, representing 8% of the manager's regulatory AUM.

GELLER FAMILY OFFICE StockAlpha

+1.4%
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

GELLER FAMILY OFFICE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 40.72% ETF 1.56% 0% 0 29%
BSX 37.41% Health -14.5% -3.54% 0 18%
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FEATURED IN
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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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GELLER FAMILY OFFICE Portfolio Concentration

GELLER FAMILY OFFICE Location

909 THIRD AVENUE
NEW YORK, New York
UNITED STATES, 10022

GELLER FAMILY OFFICE Contact Information

Phone Number: (212) 583-6001
Fax Number: (212) 583-6241
Website:

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