PERIGON WEALTH Overview
Perigon Wealth Management Llc is an investment advisor that manages 821.4 MM dollars in regulatory AUM and has 16 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 03/31/20. The fund's latest filing disclosed 537MM in positions, representing 65% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/20. The fund's latest filing disclosed 537MM in positions, representing 65% of the manager's regulatory AUM.
PERIGON WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PERIGON WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| UNP | 9.94% | Industrials | 23.6% | 0.12% | 0 | 19% | ||
| AAPL | 7.37% | Tech | 67.6% | 2.09% | 0 | 43% | ||
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FEATURED IN
PERIGON WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Philip A. Hart | Director | April-2004 |
| Jennifer P. Harding | Director | November-2004 |
| Christopher H. Hale | Chief Operating Officer / Chief Compliance Officer | January-2013 |
| Steven H. Schow | Director | May-2014 |
| Matthew A. Johnson | Director | February-2013 |
| Arthur J. Ambarik | Director | January-2013 |
PERIGON WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PERIGON WEALTH Investment Strategy
Item 8 Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Technical Analysis. We analyze past market movements and apply that analysis to the p...
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METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Technical Analysis. We analyze past market movements and apply that analysis to the p...
Unlock Full Investment Process Description
PERIGON WEALTH Portfolio Concentration
PERIGON WEALTH Location
201 MISSION STREET
SUITE 1825
SAN FRANCISCO, California
UNITED STATES, 94105
SUITE 1825
SAN FRANCISCO, California
UNITED STATES, 94105
PERIGON WEALTH Contact Information
Phone Number: 415-430-4140
Fax Number: 415-430-4160
Website: http://www.perigonpartners.net
Fax Number: 415-430-4160
Website: http://www.perigonpartners.net
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