PRIVATE ADVISOR GROUP Overview
Private Advisor Group Llc is an investment advisor that manages 5.8 BN dollars in regulatory AUM and has 412 employees, of which 410 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 10BN in positions, representing 179% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 10BN in positions, representing 179% of the manager's regulatory AUM.
PRIVATE ADVISOR GROUP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PRIVATE ADVISOR GROUP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 3.39% | Tech | 7.98% | -0.01% | 0 | 45% | ||
| VTI | 2.44% | ETF | 4.21% | -0% | 0 | 15% | ||
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FEATURED IN
PRIVATE ADVISOR GROUP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John P. Hyland | Managing Member, Chief Executive Officer, And Managing Director | December-2010 |
| Patrick J. Sullivan | Managing Member, Chief Compliance Officer And Managing Director | December-2010 |
| Robert K. Koster | Compliance Director | March-2011 |
| James D. Sullivan | Managing Director | June-2014 |
| James J. Perhacs | Managing Director | June-2014 |
PRIVATE ADVISOR GROUP Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PRIVATE ADVISOR GROUP Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss (Item 8A of Part 2A)
The Registrant may utilize the following methods of security analysis:
• Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
• Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
• Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
• Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
The Registrant shall utilize the following investment strategies when implementing investment advice given to clients:
• Long Term Purchases (securities held at least a year)
• Short Term Purchases (securities sold ...
Unlock Full Investment Process Description
The Registrant may utilize the following methods of security analysis:
• Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
• Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
• Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
• Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
The Registrant shall utilize the following investment strategies when implementing investment advice given to clients:
• Long Term Purchases (securities held at least a year)
• Short Term Purchases (securities sold ...
Unlock Full Investment Process Description
PRIVATE ADVISOR GROUP Portfolio Concentration
PRIVATE ADVISOR GROUP Location
65 MADISON AVENUE, SUITE 300
MORRISTOWN, New Jersey
UNITED STATES, 07960
MORRISTOWN, New Jersey
UNITED STATES, 07960
PRIVATE ADVISOR GROUP Contact Information
Phone Number: 973-538-7010
Fax Number: 973-490-6420
Website: null
Fax Number: 973-490-6420
Website: null
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