TREES INVESTMENT Overview
Trees Investment Counsel Llc is an investment advisor that manages 215.4 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/15. The fund's latest filing disclosed 113MM in positions, representing 53% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/15. The fund's latest filing disclosed 113MM in positions, representing 53% of the manager's regulatory AUM.
TREES INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TREES INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
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FEATURED IN
TREES INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Merle J. Trees | Chairman | January-2008 |
| Scott H. Newhall | Chief Compliance Officer & Chief Investment Officer & President | January-2008 |
TREES INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
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TREES INVESTMENT Investment Strategy
TREES INVESTMENT Portfolio Concentration
TREES INVESTMENT Location
70 W. MADISON STREET
SUITE 640
CHICAGO, Illinois
UNITED STATES, 60602
SUITE 640
CHICAGO, Illinois
UNITED STATES, 60602
TREES INVESTMENT Contact Information
Phone Number: 312-368-1200
Fax Number: 312-357-2553
Website: http://www.treesinvest.com
Fax Number: 312-357-2553
Website: http://www.treesinvest.com
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