GOLUB GROUP LLC Overview
Golub Group Llc is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 22 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 03/31/23. The fund's latest filing disclosed 1BN in positions, representing 119% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 03/31/23. The fund's latest filing disclosed 1BN in positions, representing 119% of the manager's regulatory AUM.
GOLUB GROUP LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GOLUB GROUP LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 5.13% | Tech | 13.35% | 0.17% | 0 | 53% | ||
| FISV | 4.91% | Tech | 3.35% | -0.21% | 0 | 17% | ||
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FEATURED IN
GOLUB GROUP LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Colin M. Higgins | President, Coo | September-2003 |
| Gregory S. Golub | Board Member | September-2003 |
| Joseph A. Martin | Director, Private Client Group | September-2003 |
| Jennifer L. Rouse | Chief Compliance Officer | March-2009 |
| Kurt Hoefer | Director Of Business Development | January-2007 |
GOLUB GROUP LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GOLUB GROUP LLC Investment Strategy
Methods of analysis, Investment Strategies and Risk of Loss Section for more information.
Tailored Relationships
We tailor our advisory services to the individual needs of clients, which may include financial planning services and educational seminars/workshops. The educational seminars/workshops may be offered periodically and may include topics such as social security, estate planning, insurance, etc. These seminars are part of the service we provide for our clients. There is no additional fee for these services. We will help the client identify a strategic
asset allocation that is consistent with the client’s investment objectives, risk tolerance, time horizon, asset class
Page 5 of 30
preferences and other client criteria. Through personal discussions in which goals and objectives based on client’s particular circumstances are established, we develop a client-personal investment policy using individual securitie...
Get the Full Report
Tailored Relationships
We tailor our advisory services to the individual needs of clients, which may include financial planning services and educational seminars/workshops. The educational seminars/workshops may be offered periodically and may include topics such as social security, estate planning, insurance, etc. These seminars are part of the service we provide for our clients. There is no additional fee for these services. We will help the client identify a strategic
asset allocation that is consistent with the client’s investment objectives, risk tolerance, time horizon, asset class
Page 5 of 30
preferences and other client criteria. Through personal discussions in which goals and objectives based on client’s particular circumstances are established, we develop a client-personal investment policy using individual securitie...
Get the Full Report
GOLUB GROUP LLC Portfolio Concentration
GOLUB GROUP LLC Location
1850 GATEWAY DRIVE
SUITE 100
SAN MATEO, California
UNITED STATES, 94404-4060
SUITE 100
SAN MATEO, California
UNITED STATES, 94404-4060
GOLUB GROUP LLC Contact Information
Phone Number: 650-212-2240
Fax Number: 650-212-2249
Website: http://www.golubgroup.com
Fax Number: 650-212-2249
Website: http://www.golubgroup.com
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