P-SOLVE LLC Overview
P-solve Llc is an investment advisor that manages 4.2 BN dollars in regulatory AUM and has 26 employees, of which 13 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 226MM in positions, representing 5% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 226MM in positions, representing 5% of the manager's regulatory AUM.
P-SOLVE LLC StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
P-SOLVE LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 36.66% | ETF | 2.09% | -0.2% | 0 | 15% | ||
| SCHB | 18.13% | ETF | 2.11% | -0.1% | 1 | 9% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
P-SOLVE LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Ryan D. Mcglothlin | Managing Director, Chief Compliance Officer | December-2009 |
| Daniel P. Cassidy | Managing Director | February-2012 |
P-SOLVE LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
P-SOLVE LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Summary
We use quantitative and qualitative methods of assessing Client investment needs and risk tolerance. Once goals and risk tolerance are established and understood then a portfolio of appropriate assets can be constructed. This construction is done utilizing tools based on Modern Portfolio Theory as well as scenario-based risk analysis.
Even the most robust investment portfolios contain elements of risk that cannot be mitigated and could result in Client losses either in absolute terms or relative to a specific financial goal. Any investment strategy contains an element of risk. The primary risks in the investment strategies that we pursue are not loss of principal per se, as we diversify widely, but rather the long-term underperformance of the portfolio versus the desired goals of the Client. All investments involve different degrees of risk. Clients should be aware of their risk tolerance lev...
Unlock Full Investment Process Description
Summary
We use quantitative and qualitative methods of assessing Client investment needs and risk tolerance. Once goals and risk tolerance are established and understood then a portfolio of appropriate assets can be constructed. This construction is done utilizing tools based on Modern Portfolio Theory as well as scenario-based risk analysis.
Even the most robust investment portfolios contain elements of risk that cannot be mitigated and could result in Client losses either in absolute terms or relative to a specific financial goal. Any investment strategy contains an element of risk. The primary risks in the investment strategies that we pursue are not loss of principal per se, as we diversify widely, but rather the long-term underperformance of the portfolio versus the desired goals of the Client. All investments involve different degrees of risk. Clients should be aware of their risk tolerance lev...
Unlock Full Investment Process Description
P-SOLVE LLC Portfolio Concentration
P-SOLVE LLC Location
200 WEST STREET
WALTHAM, Massachusetts
UNITED STATES, 02451
WALTHAM, Massachusetts
UNITED STATES, 02451
P-SOLVE LLC Contact Information
Phone Number: 781-373-6900
Fax Number: 781-373-6902
Website: http://www.palisadescapital.com
Fax Number: 781-373-6902
Website: http://www.palisadescapital.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here