MOSAIC FINANCIAL Overview

Mosaic Financial Partners Inc. is an investment advisor that manages 611.8 MM dollars in regulatory AUM and has 17 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 164MM in positions, representing 27% of the manager's regulatory AUM.

MOSAIC FINANCIAL StockAlpha

-5.9%
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

MOSAIC FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EMB 11.91% ETF -5.02% -0.82% 0 3%
VTIP 8.47% ETF -0.36% -0.14% 0 0%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

MOSAIC FINANCIAL Founders and Key Employees

Name Title In Position Since
Norman M. Boone Ceo May-1999
Kevin M. Gahagan Principal & Cio January-2006
Geoffrey M. Zimmerman Principal & Chief Compliance Officer January-2010
Sabrina F. Lowell Principal & Coo October-2013

MOSAIC FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

MOSAIC FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss…………………20

Methods of Analysis............................................................................................................. 20
Investment Strategies ........................................................................................................... 21
Market, Security, and Regulatory Risks.............................................................................. 22
Legal and Disciplinary.......................................................................................................... 23



Other Financial Industry Activities and Affiliations……………………………23

Affiliations ............................................................................................................................. 23



Code of Ethics, Participation in Client Transactions and Personal Trading…24

Code of Ethics...
Unlock Full Investment Process Description

MOSAIC FINANCIAL Portfolio Concentration

MOSAIC FINANCIAL Location

140 GEARY STREET, 6TH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94108

MOSAIC FINANCIAL Contact Information

Phone Number: 415-788-1952
Fax Number: 415-788-7105
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