NEUMANN CAPITAL Overview
Neumann Capital Management Llc is an investment advisor that manages 313.6 MM dollars in regulatory AUM and has 3 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 228MM in positions, representing 73% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 228MM in positions, representing 73% of the manager's regulatory AUM.
NEUMANN CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NEUMANN CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IEFA | 7.06% | ETF | 1.8% | -0.18% | 0 | 10% | ||
| AAPL | 6.67% | Tech | 9.89% | -0.01% | 0 | 45% | ||
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FEATURED IN
NEUMANN CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Daniel J. Neumann | President, Chief Compliance Officer | January-2010 |
| David A. Richardson | Secretary, Chief Financial Officer | December-2012 |
NEUMANN CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
NEUMANN CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investment Strategy - Based on your risk tolerance and needs, as identified in your financial plan, we develop an investment strategy and determine a target asset allocation for your portfolio.
Research – We have extensive experience and education (see the attached brochure supplements). We have access to analyst reports from a wide variety of research firms, including Goldman Sachs, Morningstar, etc. We use this information in conjunction with proprietary models to identify undervalued and overvalued companies. We evaluate publicly traded companies on a number of variables, including revenue growth, profit margin, dividend yield and cash flow. Once candidates for purchase or sale have been
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NEUMANN CAPITAL MANAGEMENT, LLC
303 Vintage Park Drive, Suite 100 Foster City, CA 94404
Tel: (650) 548-9200 www.neumanncapital.com Fax: (650) 548-9209
SEC Form ADV...
Unlock Full Investment Process Description
Investment Strategy - Based on your risk tolerance and needs, as identified in your financial plan, we develop an investment strategy and determine a target asset allocation for your portfolio.
Research – We have extensive experience and education (see the attached brochure supplements). We have access to analyst reports from a wide variety of research firms, including Goldman Sachs, Morningstar, etc. We use this information in conjunction with proprietary models to identify undervalued and overvalued companies. We evaluate publicly traded companies on a number of variables, including revenue growth, profit margin, dividend yield and cash flow. Once candidates for purchase or sale have been
4
NEUMANN CAPITAL MANAGEMENT, LLC
303 Vintage Park Drive, Suite 100 Foster City, CA 94404
Tel: (650) 548-9200 www.neumanncapital.com Fax: (650) 548-9209
SEC Form ADV...
Unlock Full Investment Process Description
NEUMANN CAPITAL Portfolio Concentration
NEUMANN CAPITAL Location
303 VINTAGE PARK DRIVE, SUITE 100
FOSTER CITY, California
UNITED STATES, 94404
FOSTER CITY, California
UNITED STATES, 94404
NEUMANN CAPITAL Contact Information
Phone Number: 650-548-9200
Fax Number: 650-548-9209
Website: http://www.neumanncapital.com
Fax Number: 650-548-9209
Website: http://www.neumanncapital.com
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