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 09/30/16. The fund's latest filing disclosed 997MM in positions, representing 84% of the manager's regulatory AUM.

GOLUB GROUP LLC StockAlpha

-0.6%
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

GOLUB GROUP LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 5.88% Financials 10.33% -0.27% 0 28%
FLS 5.52% Industrials 2.45% -0.38% 1 7%
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FEATURED IN
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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



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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...
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GOLUB GROUP LLC Portfolio Concentration

GOLUB GROUP LLC Location

1850 GATEWAY DRIVE
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:

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