SHUFRO ROSE & COMPANY Overview
Shufro Rose & Company Llc is an investment advisor that manages 1.7 BN dollars in regulatory AUM and has 21 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 1BN in positions, representing 65% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 1BN in positions, representing 65% of the manager's regulatory AUM.
SHUFRO ROSE & COMPANY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SHUFRO ROSE & COMPANY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IBTD | 6.13% | Financials | 1.07% | 0.25% | 2 | 1% | ||
| BSCQ | 5.74% | Financials | 2.01% | 0.31% | 5 | 0% | ||
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FEATURED IN
SHUFRO ROSE & COMPANY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Steven Jeffrey Glass | Senior Managing Director, Cfo, Finop | January-1997 |
| Stephen David Leit | Senior Managing Director | January-1989 |
| Edward George Shufro | Senior Managing Director, Ceo | January-1965 |
| John Marinus Contant | Senior Managing Director | January-2004 |
| Harvey Wacht | Senior Managing Director | January-2003 |
| Gregory David Shufro | Senior Managing Director | January-2015 |
| Tonia Kaminsky | Senior Managing Director | April-2009 |
| Myles Joshua Iv Edwards | Chief Compliance Officer, Chief Operating Officer, Aml- Co, General Counsel | January-2015 |
SHUFRO ROSE & COMPANY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SHUFRO ROSE & COMPANY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investing in securities involves risk of loss that clients should be prepared to bear.
SRC manages individualized portfolios for clients based upon their personal objectives, goals and risk tolerances. Portfolio Managers take into account a client’s anticipated future spending requirements, age and financial circumstances. Imperatives for income and safety of principal are balanced with the need for inflation protection and willingness or ability to assume risk in order to facilitate future growth. An intended investment approach and portfolio construction result from this synthesis of requirements. Portfolios are reviewed periodically for consistency with the intended investment approach.
Depending on the investment objectives and risk tolerance of the client, a portfolio may include stocks, bonds and cash equivalents, and, less frequently, preferred stocks, open and closed end funds or exchange trade...
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Investing in securities involves risk of loss that clients should be prepared to bear.
SRC manages individualized portfolios for clients based upon their personal objectives, goals and risk tolerances. Portfolio Managers take into account a client’s anticipated future spending requirements, age and financial circumstances. Imperatives for income and safety of principal are balanced with the need for inflation protection and willingness or ability to assume risk in order to facilitate future growth. An intended investment approach and portfolio construction result from this synthesis of requirements. Portfolios are reviewed periodically for consistency with the intended investment approach.
Depending on the investment objectives and risk tolerance of the client, a portfolio may include stocks, bonds and cash equivalents, and, less frequently, preferred stocks, open and closed end funds or exchange trade...
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SHUFRO ROSE & COMPANY Portfolio Concentration
SHUFRO ROSE & COMPANY Location
745 5TH AVENUE, 26TH FL
NEW YORK, New York
UNITED STATES, 10151-2600
NEW YORK, New York
UNITED STATES, 10151-2600
SHUFRO ROSE & COMPANY Contact Information
Phone Number: 212-754-5100
Fax Number: 212-754-5111
Website: http://www.shufrorose.com
Fax Number: 212-754-5111
Website: http://www.shufrorose.com
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