LOEB PARTNERS CORP Overview

Loeb Partners Corp is an investment advisor that manages 405.1 MM dollars in regulatory AUM and has 29 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/09 to 09/30/16. The fund's latest filing disclosed 280MM in positions, representing 69% of the manager's regulatory AUM.

LOEB PARTNERS CORP StockAlpha

+1.6%
Top 25%
3yr 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

LOEB PARTNERS CORP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GLD 8.83% ETF -10.99% -1.07% 0 18%
BRK.A 3.4% Financials 13.95% -0.12% 0 8%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

LOEB PARTNERS CORP Founders and Key Employees

Name Title In Position Since
Thomas Lenox Kempner Chairman Of The Board, Chief Executive Officer And Chief Operating Officer April-1982
Peter Alexandrovich Tcherepnine Executive Vice President, Managing Director And Rosfp April-1982
Robert Scott Schwartz Vice President, General Counsel And Chief Compliance Officer August-2012
James Lindsey Kempner President January-2014
James Michael Hayward Cheif Financial Officer And Finop November-2014

LOEB PARTNERS CORP Brokers, Custodians, Auditors and Administrators

Type Company

LOEB PARTNERS CORP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


The investment strategy for the Supervised Portfolios is designed by the Registered Representative in charge of the Supervised Portfolio. The Registered Representative generally tries to limit risk for all Clients.

The Supervised Portfolios invest primarily in large and mid-size public companies, generally do not use leverage, and invest mainly in U.S. dollar denominated securities. The descriptions contained herein of specific activities which may be engaged in by the Supervised Portfolios does not in any way limit their trading activities. The Supervised Portfolios may engage in activities not described herein which the Registered Representative considers appropriate, so long as such activities are consistent with the Supervised Portfolio Agreement or other written instructions from a Client. Supervised Portfolios may engage in frequent trading which will result in higher portfolio turnover...
Unlock Full Investment Process Description

LOEB PARTNERS CORP Portfolio Concentration

LOEB PARTNERS CORP Location

125 BROAD STREET
14TH FLOOR
NEW YORK, New York
UNITED STATES, 10004

LOEB PARTNERS CORP Contact Information

Phone Number: 212-483-7000
Fax Number: 212-574-2001
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 A