SIGNATURE ESTATE & Overview

Signature Estate & Investment Advisors Llc is an investment advisor that manages 3.6 BN dollars in regulatory AUM and has 70 employees, of which 25 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 681MM in positions, representing 19% of the manager's regulatory AUM.

SIGNATURE ESTATE & StockAlpha

-4.5%
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

SIGNATURE ESTATE & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
RPG 9.78% ETF -2.16% -0.37% 9 1%
MLPI 4.85% ETF -3.67% -0.27% 6 1%
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FEATURED IN
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SIGNATURE ESTATE & Founders and Key Employees

Name Title In Position Since
Brian D. Holmes President/Ceo/Secretary August-1996
Mark E. Copeland Senior Partner September-1997
Payam Taghibagi Senior Partner February-1997
Gary K. Liska Senior Partner/Cfo February-1997
Theodore E. Saade Senior Partner January-2008
Vincent A. Dileva Senior Partner January-2008
Rachel L. Posner Chief Compliance Officer January-2011
Jennifer Kim Senior Partner January-2015
Deron T. Mccoy Chief Investment Officer January-2014

SIGNATURE ESTATE & Brokers, Custodians, Auditors and Administrators

Type Company

SIGNATURE ESTATE & Investment Strategy

SIGNATURE ESTATE & Portfolio Concentration

SIGNATURE ESTATE & Location

2121 AVENUE OF THE STARS
SUITE 1600
LOS ANGELES, California
UNITED STATES, 90067

SIGNATURE ESTATE & Contact Information

Phone Number: 310-712-2323
Fax Number: 310-712-2345
Website:

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