GOULD ASSET Overview
Gould Asset Management Llc is an investment advisor that manages 472.6 MM dollars in regulatory AUM and has 9 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 03/31/23. The fund's latest filing disclosed 350MM in positions, representing 74% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 03/31/23. The fund's latest filing disclosed 350MM in positions, representing 74% of the manager's regulatory AUM.
GOULD ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GOULD ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 31.52% | ETF | 4.19% | 0% | 0 | 34% | ||
| TLT | 5.59% | ETF | -4.43% | -0.33% | 0 | 7% | ||
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FEATURED IN
GOULD ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Paul M. Goldensohn | Member | April-1999 |
| Donald P. Gould | President And Chief Compliance Officer | April-1999 |
GOULD ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GOULD ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
Investment Strategies
Gould Asset Management LLC 8 Dated March 24, 2015
Form ADV Part 2
Gould Asset Management LLC 9 Dated March 24, 2015
Form ADV Part 2
Methods of Analysis
Investment Strategies
Gould Asset Management LLC 8 Dated March 24, 2015
Form ADV Part 2
Gould Asset Management LLC 9 Dated March 24, 2015
Form ADV Part 2
GOULD ASSET Portfolio Concentration
GOULD ASSET Location
341 WEST FIRST STREET
SUITE 200
CLAREMONT, California
UNITED STATES, 91711-4749
SUITE 200
CLAREMONT, California
UNITED STATES, 91711-4749
GOULD ASSET Contact Information
Phone Number: 909-445-1291
Fax Number: 909-445-1299
Website: http://www.gouldasset.com
Fax Number: 909-445-1299
Website: http://www.gouldasset.com
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