INTERSECT CAPITAL LLC Overview

Intersect Capital Llc is an investment advisor that manages 269.3 MM dollars in regulatory AUM and has 5 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 127MM in positions, representing 47% of the manager's regulatory AUM.

INTERSECT CAPITAL LLC StockAlpha

-1.9%
Top 25%
2yr StockAlpha Register for more...

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

INTERSECT CAPITAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PFF 10.96% ETF -4.7% -0.76% 0 8%
IWF 8.09% ETF 1.98% -0.22% 0 8%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

INTERSECT CAPITAL LLC Founders and Key Employees

Name Title In Position Since
David W. Shiell Managing Member/Chief Compliance Officer June-1998
Joseph R. Mclean Member January-2015

INTERSECT CAPITAL LLC Brokers, Custodians, Auditors and Administrators

Type Company

INTERSECT CAPITAL LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:

 Charting Analysis - involves the gathering and processing of price and volume information for a particular security. This price and volume information is analyzed using mathematical equations. The resulting data is then applied to graphing charts, which is used to predict future price movements based on price patterns and trends.
 Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's

8
industry. The resulting data is used to measure the true value of the company's stock compared to the current market value.
 Technical/Cyclical ...
Get the Full Report

INTERSECT CAPITAL LLC Portfolio Concentration

INTERSECT CAPITAL LLC Location

12657 ALCOSTA BOULEVARD
SUITE 500
SAN RAMON, California
UNITED STATES, 94583

INTERSECT CAPITAL LLC Contact Information

Phone Number: 925-790-2892
Fax Number: 925-790-2893
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B