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.

HALBERT StockAlpha

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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

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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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

SUITE 2300
LONG BEACH, California
UNITED STATES, 90802-7908

HALBERT Contact Information

Phone Number: 562-435-5657
Fax Number: 562-435-0774



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