PRIVATE WEALTH Overview

Private Wealth Partners Llc is an investment advisor that manages 744.4 MM dollars in regulatory AUM and has 12 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/05 to 09/30/16. The fund's latest filing disclosed 415MM in positions, representing 56% of the manager's regulatory AUM.

PRIVATE WEALTH StockAlpha

-2.4%
Top 25%
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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 WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 5.86% Tech -2.99% -0.09% 0 42%
GOOGL 5.01% Tech -3.21% -0.09% 0 34%
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FEATURED IN
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PRIVATE WEALTH Founders and Key Employees

Name Title In Position Since
David P. Wong Chief Financial Officer/Chief Compliance Officer November-2005
Kenneth F. Siebel Managing Member February-2005
Peter K. Maier Member February-2005
William F. Dagley Member February-2005
Nathaniel T. Cornell Member January-2009

PRIVATE WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

PRIVATE WEALTH Investment Strategy

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 security.

Risks for all forms of analysis. Our methods of security analysis rely on the assumption that the companies whose securit...
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PRIVATE WEALTH Portfolio Concentration

PRIVATE WEALTH Location

80 E. SIR FRANCIS DRAKE BLVD.
4TH FLOOR
LARKSPUR, California
UNITED STATES, 94939

PRIVATE WEALTH Contact Information

Phone Number: 415-461-3850
Fax Number: 415-461-3637
Website:

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Disclaimer

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