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 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 42% of the manager's regulatory AUM.

PRIVATE ADVISOR GROUP StockAlpha

-2.5%
Top 25%
3yr StockAlpha Register for more...

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

PRIVATE ADVISOR GROUP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 3.42% ETF 5.23% 0.02% 0 10%
AAPL 2.62% Tech 1.31% -0.02% 0 42%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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 ...
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PRIVATE ADVISOR GROUP Portfolio Concentration

PRIVATE ADVISOR GROUP Location

65 MADISON AVENUE, SUITE 300
MORRISTOWN, New Jersey
UNITED STATES, 07960

PRIVATE ADVISOR GROUP Contact Information

Phone Number: 973-538-7010
Fax Number: 973-490-6420
Website:

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