STALEY CAPITAL Overview
Staley Capital Advisers is a hedge fund that manages 1.4 BN dollars in regulatory AUM and has 10 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 1BN in positions, representing 93% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 1BN in positions, representing 93% of the manager's regulatory AUM.
STALEY CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STALEY CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IWF | 7.78% | ETF | 13.12% | 0.22% | 0 | 7% | ||
| MSFT | 6.59% | Tech | 17.12% | -0.15% | 0 | 41% | ||
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FEATURED IN
STALEY CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James D. Roberge | Managing Director | December-1996 |
| William F. Stotz | Managing Director | July-1998 |
| John A. Staley Iv | Chief Executive Officer & Director | September-1996 |
| Brian M. Mcinerney | Managing Director | December-1996 |
| Lori A. Wolff-Brucker | Chief Compliance Officer | September-2005 |
| Michael Friday | Managing Director | June-2007 |
| Christopher F. Pretsch | Managing Director | January-2012 |
STALEY CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
STALEY CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss.]
4
Assets Under Management. As of December 31, 2014, Staley Capital managed approximately
$1,160,600,000 in assets on a discretionary basis and $2,500,000 on a non-discretionary basis for private account clients. Limited partnership assets on December 31, 2014 were approximately
$184 million.
Item 5: FEES AND COMPENSATION
Private Account Fees
Staley Capital provides investment advice to private account clients in a manner consistent with each client’s investment objectives. Private account advisory fees are paid quarterly, in arrears, and are established in a client’s written agreement with Staley Capital. We typically debit client accounts for payment of the advisory fee, but clients may choose to make alternative payment arrangements.
The standard fee schedule applicable to relationships initiated after November 2012 is: Amount of Assets at quarter-end ...
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4
Assets Under Management. As of December 31, 2014, Staley Capital managed approximately
$1,160,600,000 in assets on a discretionary basis and $2,500,000 on a non-discretionary basis for private account clients. Limited partnership assets on December 31, 2014 were approximately
$184 million.
Item 5: FEES AND COMPENSATION
Private Account Fees
Staley Capital provides investment advice to private account clients in a manner consistent with each client’s investment objectives. Private account advisory fees are paid quarterly, in arrears, and are established in a client’s written agreement with Staley Capital. We typically debit client accounts for payment of the advisory fee, but clients may choose to make alternative payment arrangements.
The standard fee schedule applicable to relationships initiated after November 2012 is: Amount of Assets at quarter-end ...
Unlock Full Investment Process Description
STALEY CAPITAL Portfolio Concentration
STALEY CAPITAL Location
ONE OXFORD CENTRE
SUITE 3950
PITTSBURGH, Pennsylvania
UNITED STATES, 15219
SUITE 3950
PITTSBURGH, Pennsylvania
UNITED STATES, 15219
STALEY CAPITAL Contact Information
Phone Number: 412-394-1292
Fax Number: 412-394-1298
Website: http://www.staleycap.com
Fax Number: 412-394-1298
Website: http://www.staleycap.com
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