REGENTATLANTIC Overview

Regentatlantic Capital Llc is an investment advisor that manages 3.2 BN dollars in regulatory AUM and has 24 employees, of which 23 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/02 to 09/30/16. The fund's latest filing disclosed 968MM in positions, representing 31% of the manager's regulatory AUM.

REGENTATLANTIC StockAlpha

-1.4%
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

REGENTATLANTIC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMJ 3.73% ETF -4.32% -0.23% 0 4%
AAPL 2.56% Tech -2.65% 0.01% 0 42%
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FEATURED IN
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REGENTATLANTIC Founders and Key Employees

Name Title In Position Since
Christopher J. Cordaro Managing Member And Chief Investment Officer August-2001
David H. Bugen Managing Member August-2001
Jennifer E. Papadopolo Chief Operating Officer And Managing Member;Chief Compliance Officer January-2004
Michael R. Steiner Member January-2007
Jason B. Beene Managing Member January-2011
Brian A. Kazanchy Managing Member September-2013

REGENTATLANTIC Brokers, Custodians, Auditors and Administrators

Type Company

REGENTATLANTIC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Asset Allocation

RegentAtlantic’s Investment Committee is composed of members of RegentAtlantic’s investment team and other employees of the firm. This committee recommends asset class weightings for the firm’s model portfolios. The “standard allocation model” shows how RegentAtlantic would allocate a portfolio if the Investment Committee viewed all asset classes as fairly valued. Based on current market conditions, current valuations, and research, the Investment Committee adjusts the allocations to the asset classes to be either neutrally weighted, overweighted or underweighted to form the “current allocation model.” The Investment Committee could also recommend no allocation to an asset class in the current allocation model.

RegentAtlantic develops a target allocation for each client that is based on the current allocation model and on the client’s individual objectives, risk to...
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REGENTATLANTIC Portfolio Concentration

REGENTATLANTIC Location

1200 MOUNT KEMBLE AVE
MORRISTOWN, New Jersey
UNITED STATES, 07960

REGENTATLANTIC Contact Information

Phone Number: 973-425-8420
Fax Number: 973-425-8434
Website:

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