GUPTA WEALTH Overview

Gupta Wealth Management Llc is an investment advisor that manages 862.6 MM dollars in regulatory AUM and has 23 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/15 to 03/31/16. The fund's latest filing disclosed 427MM in positions, representing 49% of the manager's regulatory AUM.

GUPTA WEALTH StockAlpha

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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
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

GUPTA WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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GUPTA WEALTH Founders and Key Employees

Name Title In Position Since
Ajay K. Gupta Managing Member October-2013
Jeffrey S. Mcculloch Member October-2013
Brian P. Krause Member October-2013
Jill R. Young Chief Compliance Officer November-2014

GUPTA WEALTH Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro

GUPTA WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss.................................................... 6
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GUPTA WEALTH Portfolio Concentration

GUPTA WEALTH Location

12760 HIGH BLUFF DRIVE
SUITE 120
SAN DIEGO, California
UNITED STATES, 92130

GUPTA WEALTH Contact Information

Phone Number: (858) 764-7120
Fax Number: (858) 764-7132
Website:

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