UNITED ASSET Overview

United Asset Strategies Inc. is an investment advisor that manages 737.6 MM dollars in regulatory AUM and has 18 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 286MM in positions, representing 39% of the manager's regulatory AUM.

UNITED ASSET StockAlpha

-2.1%
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

UNITED ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BIL 4.9% ETF 0.02% -0.04% 0 0%
XLK 3.64% ETF -1.05% -0.13% 0 8%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

UNITED ASSET Founders and Key Employees

Name Title In Position Since
Lee Delorenzo President April-1992
Kathryn P. Beller Chief Compliance Officer September-2009

UNITED ASSET Brokers, Custodians, Auditors and Administrators

Type Company

UNITED ASSET Investment Strategy

UNITED ASSET Portfolio Concentration

UNITED ASSET Location

666 OLD COUNTRY RD
SUITE 104
GARDEN CITY, New York
UNITED STATES, 11530

UNITED ASSET Contact Information

Phone Number: 516-222-0021
Fax Number: 516-222-0163
Website:

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