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 09/30/16. The fund's latest filing disclosed 150MM in positions, representing 48% of the manager's regulatory AUM.

NEUMANN CAPITAL StockAlpha

-2.2%
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

NEUMANN CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IJR 5.12% ETF 7.24% 0.29% 0 5%
IJH 4.77% ETF 4.99% 0.16% 0 5%
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FEATURED IN
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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...
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NEUMANN CAPITAL Portfolio Concentration

NEUMANN CAPITAL Location

303 VINTAGE PARK DRIVE, SUITE 100
FOSTER CITY, California
UNITED STATES, 94404

NEUMANN CAPITAL Contact Information

Phone Number: 650-548-9200
Fax Number: 650-548-9209
Website:

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