SANCTUARY WEALTH Overview

Sanctuary Wealth Advisors Llc is an investment advisor that manages 457.6 MM dollars in regulatory AUM and has 22 employees, of which 17 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 74MM in positions, representing 16% of the manager's regulatory AUM.

SANCTUARY WEALTH StockAlpha

+2.4%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

SANCTUARY WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NVDA 8.11% Tech 34.21% 2.61% 0 20%
AMD 7.51% Tech 49.64% 3.58% 0 14%
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FEATURED IN
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SANCTUARY WEALTH Founders and Key Employees

Name Title In Position Since
Jeffrey C. Spears Chief Compliance Officer, Chief Executive Officer December-2008

SANCTUARY WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

SANCTUARY WEALTH Investment Strategy

Item 8: Client Contact with Portfolio Managers

Clients may contact the Firm at (415) 291-2900 during normal business hours, Monday through Friday.



Item 9: Additional Information



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SANCTUARY WEALTH Portfolio Concentration

SANCTUARY WEALTH Location

600 MONTGOMERY STREET
11TH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94111

SANCTUARY WEALTH Contact Information

Phone Number: 415-291-2900
Fax Number: 415-981-9416
Website:

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