NELSON ROBERTS Overview
Nelson Roberts Investment Advisors Llc is an investment advisor that manages 410.6 MM dollars in regulatory AUM and has 8 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 09/30/21. The fund's latest filing disclosed 503MM in positions, representing 122% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 09/30/21. The fund's latest filing disclosed 503MM in positions, representing 122% of the manager's regulatory AUM.
NELSON ROBERTS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NELSON ROBERTS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPTS | 9.59% | ETF | -0.39% | -0.31% | 1 | 1% | ||
| JPST | 8.18% | Financials | -0.16% | -0.21% | 0 | 2% | ||
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FEATURED IN
NELSON ROBERTS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Brooks P. Nelson | President | December-2003 |
| Brian P. Roberts | Member | May-2004 |
| Stephen P. Philpott | Member And Chief Compliance Officer | January-2006 |
NELSON ROBERTS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
NELSON ROBERTS Investment Strategy
Item 8: Methods of Analysis, Investment Strategies & Risk of Loss
A. Description of the methods of analysis and investment strategies we use in formulating investment advice or managing assets.
Methods of Analysis:
Fundamental
Investment Strategies We Use:
Long Term Purchases (Securities Held At Least a Year);
Short Term Purchases (Securities Sold Within a Year);
Please Note:
Investing in securities involves risk of loss that clients should be prepared to bear. While the stock market may increase and your account(s) could enjoy a gain, it is also possible that the
stock market may decrease and your account(s) could suffer a loss. Furthermore, the bond
positions that we hold are subject to interest rate risk and credit risk. It is important that you understand the risks associated with investing in the stock and bond markets, are appropriately diversified in your investments, and ask us a...
Get the Full Report
A. Description of the methods of analysis and investment strategies we use in formulating investment advice or managing assets.
Methods of Analysis:
Fundamental
Investment Strategies We Use:
Long Term Purchases (Securities Held At Least a Year);
Short Term Purchases (Securities Sold Within a Year);
Please Note:
Investing in securities involves risk of loss that clients should be prepared to bear. While the stock market may increase and your account(s) could enjoy a gain, it is also possible that the
stock market may decrease and your account(s) could suffer a loss. Furthermore, the bond
positions that we hold are subject to interest rate risk and credit risk. It is important that you understand the risks associated with investing in the stock and bond markets, are appropriately diversified in your investments, and ask us a...
Get the Full Report
NELSON ROBERTS Portfolio Concentration
NELSON ROBERTS Location
1950 UNIVERSITY AVENUE
SUITE 202
EAST PALO ALTO, California
UNITED STATES, 94303
SUITE 202
EAST PALO ALTO, California
UNITED STATES, 94303
NELSON ROBERTS Contact Information
Phone Number: (650) 322-4000
Fax Number: 650 322-4002
Website: http://www.nelsonroberts.com
Fax Number: 650 322-4002
Website: http://www.nelsonroberts.com
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