NORRIS PERNE & FRENCH Overview
Norris Perne & French Llp is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 10 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/19. The fund's latest filing disclosed 792MM in positions, representing 70% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/19. The fund's latest filing disclosed 792MM in positions, representing 70% of the manager's regulatory AUM.
NORRIS PERNE & FRENCH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NORRIS PERNE & FRENCH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 5.03% | Tech | 1.89% | 0.06% | 0 | 40% | ||
| V | 3.35% | Tech | 3.69% | 0.1% | 0 | 28% | ||
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FEATURED IN
NORRIS PERNE & FRENCH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John D. Darling | Equity Partner | January-2006 |
| Kurt M. Arvidson | Equity Partner | January-2002 |
| Stephen B. Wert | Equity Partner | December-2008 |
| Jason C. Strockis | Chief Compliance Officer | July-2014 |
| Charles L. Dutcher | Equity Partner | July-2014 |
| John F. Wisentaner | Equity Partner | July-2014 |
NORRIS PERNE & FRENCH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
NORRIS PERNE & FRENCH Investment Strategy
NORRIS PERNE & FRENCH Portfolio Concentration
NORRIS PERNE & FRENCH Location
40 PEARL ST., NW, SUITE 300
GRAND RAPIDS, Michigan
UNITED STATES, 49503-3026
GRAND RAPIDS, Michigan
UNITED STATES, 49503-3026
NORRIS PERNE & FRENCH Contact Information
Phone Number: 616-459-3421
Fax Number: 616-459-5369
Website: null
Fax Number: 616-459-5369
Website: null
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