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 06/30/16. The fund's latest filing disclosed 376MM in positions, representing 46% of the manager's regulatory AUM.

PERIGON WEALTH StockAlpha

-1.1%
Top 25%
2.75yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

PERIGON WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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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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PERIGON WEALTH Portfolio Concentration

PERIGON WEALTH Location

201 MISSION STREET
SUITE 1825
SAN FRANCISCO, California
UNITED STATES, 94105

PERIGON WEALTH Contact Information

Phone Number: 415-430-4140
Fax Number: 415-430-4160
Website:

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