HALBERT Overview
Halbert Hargrove/russell Llc is an investment advisor that manages 4.1 BN dollars in regulatory AUM and has 38 employees, of which 27 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/09 to 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 31% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 31% of the manager's regulatory AUM.
HALBERT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HALBERT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 14.13% | ETF | 10.89% | 0.01% | 0 | 13% | ||
| NTSX | 12.23% | Financials | 10.27% | -0.17% | 46 | 1% | ||
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FEATURED IN
HALBERT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John C. Abusaid | President | January-2011 |
| Craig T. Cross | Managing Director | December-1998 |
| Russell T. Hill | Chairman / Chief Executive Officer | December-1998 |
| Timothy J. Anderson | Managing Director | October-2006 |
| Cecilia T. Williams | Chief Compliance Officer | July-2012 |
HALBERT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
HALBERT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss ................................................... 9
Item 9. ...
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HALBERT Portfolio Concentration
HALBERT Location
111 WEST OCEAN BOULEVARD
SUITE 2300
LONG BEACH, California
UNITED STATES, 90802-7908
SUITE 2300
LONG BEACH, California
UNITED STATES, 90802-7908
HALBERT Contact Information
Phone Number: 562-435-5657
Fax Number: 562-435-0774
Website: http://www.halberthargrove.com
Fax Number: 562-435-0774
Website: http://www.halberthargrove.com
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