MCCUTCHEN GROUP LLC Overview
Mccutchen Group Llc is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 13 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 12/31/19. The fund's latest filing disclosed 367MM in positions, representing 19% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 12/31/19. The fund's latest filing disclosed 367MM in positions, representing 19% of the manager's regulatory AUM.
MCCUTCHEN GROUP LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MCCUTCHEN GROUP LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VEA | 21.04% | ETF | -27.37% | -1.73% | 0 | 11% | ||
| VNQ | 15.45% | ETF | -29.12% | -2.14% | 0 | 9% | ||
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FEATURED IN
MCCUTCHEN GROUP LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Matthew B. Mccutchen | Managing Member | February-2007 |
| Sara M. Taylor | Chief Compliance Officer | November-2007 |
MCCUTCHEN GROUP LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
MCCUTCHEN GROUP LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
As an independent wealth advisor, The McCutchen Group allocates capital across a wide variety of independent managers that in turn implement investment strategies on behalf of clients. Though there are specific and detailed methods of analysis for each strategy, in general, both qualitative and quantitative methods are used to evaluate the investment acumen of each firm and the capabilities of the investment professionals implementing the strategy. Qualitative methods of analysis include but are not limited to: 1) evaluation of the organization’s history, stability, operations, ownership structure and investment focus, 2) evaluation of the experience of the investment team and the backgrounds in successfully implementing the strategy, 3) organizational support for the investment teams, 4) evaluation of incentive structures, 5) evaluation of the organization’s core competency relat...
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Methods of Analysis
As an independent wealth advisor, The McCutchen Group allocates capital across a wide variety of independent managers that in turn implement investment strategies on behalf of clients. Though there are specific and detailed methods of analysis for each strategy, in general, both qualitative and quantitative methods are used to evaluate the investment acumen of each firm and the capabilities of the investment professionals implementing the strategy. Qualitative methods of analysis include but are not limited to: 1) evaluation of the organization’s history, stability, operations, ownership structure and investment focus, 2) evaluation of the experience of the investment team and the backgrounds in successfully implementing the strategy, 3) organizational support for the investment teams, 4) evaluation of incentive structures, 5) evaluation of the organization’s core competency relat...
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MCCUTCHEN GROUP LLC Portfolio Concentration
MCCUTCHEN GROUP LLC Location
925 FOURTH AVENUE, SUITE 2288
SEATTLE, Washington
UNITED STATES, 98104
SEATTLE, Washington
UNITED STATES, 98104
MCCUTCHEN GROUP LLC Contact Information
Phone Number: 206-816-6850
Fax Number: 206-816-6830
Website: http://www.mccutchengroup.com/
Fax Number: 206-816-6830
Website: http://www.mccutchengroup.com/
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