KIMELMAN & BAIRD LLC Overview

Kimelman & Baird Llc is an investment advisor that manages 762.3 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 06/30/16. The fund's latest filing disclosed 547MM in positions, representing 72% of the manager's regulatory AUM.

KIMELMAN & BAIRD LLC StockAlpha

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Fundamental & Technical Factor Exposure

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EBIDTA Margin Debt/Assets Hedge Fund Crowding

KIMELMAN & BAIRD LLC 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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KIMELMAN & BAIRD LLC Founders and Key Employees

Name Title In Position Since
Michael G Kimelman Member, Cfo April-1995
Sheila Maureen Baird Member And Chief Compliance Officer April-1995
Scott Charles Kimelman Member April-2013
Sapan Vyas Member April-2013
Yasmeen Sollee Mock Member April-2013

KIMELMAN & BAIRD LLC Brokers, Custodians, Auditors and Administrators

Type Company

KIMELMAN & BAIRD LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



K&B’s security analysis methods include:
• Fundamental
• Technical


The main sources of information K&B uses include:
• In house due diligence and research on companies
• Annual reports, prospectuses, filings with the SEC
• Company press releases, and company sponsored events
• Inspections of corporate activities
• Financial publications
• Investment seminars/conferences held by financial institutions
• Research materials prepared by others


The investment strategy for a specific client is based upon the objectives stated by the client during consultations. An understanding of the client financial situation, investment goals and objectives, time horizon, portfolio liquidity, and tolerance for risks as well as any investment limitations are considered when diversifying the portfolio. Client grants K&B full dis...
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KIMELMAN & BAIRD LLC Portfolio Concentration

KIMELMAN & BAIRD LLC Location

100 PARK AVE, SUITE #2120
NEW YORK, New York
UNITED STATES, 10017

KIMELMAN & BAIRD LLC Contact Information

Phone Number: 212-686-0021
Fax Number: 212-779-9603
Website:

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