KRASNEY FINANCIAL LLC Overview
Krasney Financial Llc is an investment advisor that manages 529.5 MM dollars in regulatory AUM and has 15 employees, of which 14 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 594MM in positions, representing 112% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 594MM in positions, representing 112% of the manager's regulatory AUM.
KRASNEY FINANCIAL LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
KRASNEY FINANCIAL LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.5% | Tech | 6.53% | -0.12% | 0 | 45% | ||
| SPYV | 4% | ETF | 0.34% | -0.08% | 0 | 5% | ||
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FEATURED IN
KRASNEY FINANCIAL LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jonathan S. Krasney | Chief Executive Officer & Chief Compliance Officer | January-2015 |
| Stephen E. Tuttle | Chief Investment Officer | May-2007 |
| Charles J. Emery | Chief Operations Officer And Chief Financial Officer | August-2010 |
| Christopher A. Cardali | Managing Director, Business Development | May-2013 |
| Evgeniy Y. Yashin | Director Of Equity Research | January-2015 |
| Kenneth M. Etter | Managing Director | January-2015 |
KRASNEY FINANCIAL LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
KRASNEY FINANCIAL LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. The Registrant utilizes the following methods of security analysis:
Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
The Registrant utilizes the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Trading (securities sold within thirty (30) days)
Short Sales (contracted sale of borrowed securities with an obligation to make the lender whole)
A. The Registrant utilizes the following methods of security analysis:
Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
The Registrant utilizes the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Trading (securities sold within thirty (30) days)
Short Sales (contracted sale of borrowed securities with an obligation to make the lender whole)
KRASNEY FINANCIAL LLC Portfolio Concentration
KRASNEY FINANCIAL LLC Location
5 COLD HILL ROAD SOUTH
SUITE 15
MENDHAM, New Jersey
UNITED STATES, 07945
SUITE 15
MENDHAM, New Jersey
UNITED STATES, 07945
KRASNEY FINANCIAL LLC Contact Information
Phone Number: 973-543-6660
Fax Number: 973-543-9033
Website: http://www.krasneyfinancial.com
Fax Number: 973-543-9033
Website: http://www.krasneyfinancial.com
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