WALL STREET ACCESS Overview

Wall Street Access Asset Mgmt L is a hedge fund that manages 303.4 MM dollars in regulatory AUM and has 7 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 176MM in positions, representing 58% of the manager's regulatory AUM.

WALL STREET ACCESS StockAlpha

-8.9%
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

WALL STREET ACCESS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PKOH 4.58% Industrials 14.54% 0.23% 2 1%
FNF 3.89% Financials -13.87% -1.02% 0 9%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

WALL STREET ACCESS Founders and Key Employees

Name Title In Position Since
Denis P. Kelleher Chairman November-2000
Colleen P. Sorrentino Chief Investment Officer November-2000
Arthur L. Goetchius Chief Executive Officer February-2006
Gregory D. Viscovich Chief Compliance Officer January-2014

WALL STREET ACCESS Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

WALL STREET ACCESS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

The Firm may use any of the following security analysis methods: charting, fundamental analysis, technical analysis or cyclical analysis. The Firm is not limited to these strategies when making investment decisions. Clients should be aware that all securities trading is speculative in nature and involves substantial risk of loss. Clients should be prepared for this risk of loss. Clients should discuss any questions or concerns they have with their financial advisor.

When making investment decisions and recommendations, the Firm may rely on any of the following sources of information: financial newspapers and magazines, research materials prepared by others, discussions with corporate management, inspections of corporate activities, corporate rating services, recommendations by independent money managers, annual reports, prospectuses, filings with the SEC and company press releases.

The Firm may u...
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WALL STREET ACCESS Portfolio Concentration

WALL STREET ACCESS Location

17 BATTERY PLACE
11TH FLOOR
NEW YORK, New York
UNITED STATES, 10004

WALL STREET ACCESS Contact Information

Phone Number: 212-709-9400
Fax Number: 212-709-9870
Website:

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