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 03/31/21. The fund's latest filing disclosed 155MM in positions, representing 51% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 03/31/21. The fund's latest filing disclosed 155MM in positions, representing 51% of the manager's regulatory AUM.
WALL STREET ACCESS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WALL STREET ACCESS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 14.05% | ETF | 11.69% | -0.03% | 0 | 0% | ||
| MSFT | 8.64% | Tech | 22.06% | 0.5% | 0 | 0% | ||
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FEATURED IN
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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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
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: http://www.wsaccess.com
Fax Number: 212-709-9870
Website: http://www.wsaccess.com
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