SCHMEIDLER A R & Overview
Schmeidler A R & Company Inc is an investment advisor that manages 942.7 MM dollars in regulatory AUM and has 16 employees, of which 10 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 812MM in positions, representing 86% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 812MM in positions, representing 86% of the manager's regulatory AUM.
SCHMEIDLER A R & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SCHMEIDLER A R & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 9.06% | Tech | -9.33% | -0.59% | 0 | 52% | ||
| BHVN | 5.9% | Health | -1.96% | 7.52% | 1 | 5% | ||
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FEATURED IN
SCHMEIDLER A R & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Arnold Roger Schmeidler | Chairman Of The Company, Founder And Managing Director | June-1971 |
| Peter George Jr Kandel | Chief Financial Officer, Chief Compliance Officer - Broker-Dealer | September-1981 |
| Andrew John Schmeidler | Director, Vice Chairman Of The Company And Managing Director | December-2004 |
| Stephen Robert Burke | DirectorPresident And Managing Director | October-2010 |
| Michael Schaenen | Director | January-2015 |
| Ilana Ruth Marcus | Chief Compliance Officer, Registered Investment Adviser | March-2015 |
| Gregory Scott Markel | Director, Chief Investment Officer And Managing Director | January-2015 |
| Sean David Lawless | Director | January-2015 |
| Trevor William Maunder | Director | January-2015 |
| Gavin Swartzman | Director | January-2015 |
SCHMEIDLER A R & Brokers, Custodians, Auditors and Administrators
| Type | Company |
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SCHMEIDLER A R & Investment Strategy
Item 8.C. The Adviser cannot guarantee that it will achieve the investment objectives of the portfolios it manages or sub-manages. There are certain risks of investing, and investors could lose money.
8.C: Material Risks Involved in Particular
Types of Securities
The Adviser invests in multiple types of securities to achieve the investment objectives of the portfolios it manages and sub- manages. The Adviser cannot guarantee or assure you that your investment objective(s) will be achieved. The Adviser does not guarantee the future performance of any client’s account or any specific level of performance, the success of any investment decision or strategy that it may use, or the success of its overall management of any account. The investment decisions the Adviser make for client accounts are subject to various market, currency, economic, political and business risks, and the risk that investment decisions will not always be profitable. Below is list...
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8.C: Material Risks Involved in Particular
Types of Securities
The Adviser invests in multiple types of securities to achieve the investment objectives of the portfolios it manages and sub- manages. The Adviser cannot guarantee or assure you that your investment objective(s) will be achieved. The Adviser does not guarantee the future performance of any client’s account or any specific level of performance, the success of any investment decision or strategy that it may use, or the success of its overall management of any account. The investment decisions the Adviser make for client accounts are subject to various market, currency, economic, political and business risks, and the risk that investment decisions will not always be profitable. Below is list...
Unlock Full Investment Process Description
SCHMEIDLER A R & Portfolio Concentration
SCHMEIDLER A R & Location
500 FIFTH AVE
NEW YORK, New York
UNITED STATES, 10110-1405
NEW YORK, New York
UNITED STATES, 10110-1405
SCHMEIDLER A R & Contact Information
Phone Number: 212-687-9800
Fax Number: 212-687-1392
Website: http://www.arschmeidler.com
Fax Number: 212-687-1392
Website: http://www.arschmeidler.com
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