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 09/30/18. The fund's latest filing disclosed 1BN in positions, representing 41% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/02 to 09/30/18. The fund's latest filing disclosed 1BN in positions, representing 41% of the manager's regulatory AUM.
REGENTATLANTIC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
REGENTATLANTIC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 3.61% | Tech | -32.41% | -0.61% | 0 | 42% | ||
| AMJ | 3.19% | ETF | -10.45% | -0.05% | 1 | 5% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
REGENTATLANTIC Portfolio Concentration
REGENTATLANTIC Location
1200 MOUNT KEMBLE AVE
MORRISTOWN, New Jersey
UNITED STATES, 07960
MORRISTOWN, New Jersey
UNITED STATES, 07960
REGENTATLANTIC Contact Information
Phone Number: 973-425-8420
Fax Number: 973-425-8434
Website: http://www.regentatlantic.com
Fax Number: 973-425-8434
Website: http://www.regentatlantic.com
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