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 09/30/16. The fund's latest filing disclosed 278MM in positions, representing 68% of the manager's regulatory AUM.

NELSON ROBERTS StockAlpha

-1.8%
Top 25%
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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

NELSON ROBERTS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMZN 5.6% Cons. Disc. -11.58% -0.76% 0 32%
COST 3.13% Cons. Staples 0.03% 0.15% 0 22%
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FEATURED IN
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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...
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NELSON ROBERTS Portfolio Concentration

NELSON ROBERTS Location

1950 UNIVERSITY AVENUE
SUITE 202
EAST PALO ALTO, California
UNITED STATES, 94303

NELSON ROBERTS Contact Information

Phone Number: (650) 322-4000
Fax Number: 650 322-4002
Website:

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