ZEKE CAPITAL ADVISORS Overview
Zeke Capital Advisors Llc is an investment advisor that manages 2.2 BN dollars in regulatory AUM and has 18 employees, of which 10 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/09 to 03/31/17. The fund's latest filing disclosed 437MM in positions, representing 20% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/09 to 03/31/17. The fund's latest filing disclosed 437MM in positions, representing 20% of the manager's regulatory AUM.
ZEKE CAPITAL ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ZEKE CAPITAL ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VUG | 14.83% | ETF | 4.78% | 0.28% | 1 | 4% | ||
| VTV | 8.85% | ETF | 1.36% | -0.13% | 0 | 4% | ||
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FEATURED IN
ZEKE CAPITAL ADVISORS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Edward N. Antoian | Managing Member, Chief Investment Officer | January-2008 |
| Paul M. Polries | Director Of Research | January-2008 |
| Christopher L. Fagley | Chief Operating Officer/Chief Compliance Officer | January-2012 |
| Norborne G. Smith | President | January-2014 |
ZEKE CAPITAL ADVISORS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
ZEKE CAPITAL ADVISORS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investing in securities involves risk of loss that clients should be prepared to bear. The significant risks are loss of portfolio value and illiquidity of a security (i.e., the inability to sell a security within a reasonable timeframe due to low trade volume and lack of
5
Form ADV Part 2A Brochure
IARD/CRD No: 146607
SEC File No.: 801- 69179
interest). Risk is measured at both a security and portfolio level. Investment strategies used to implement any investment advice given to clients include long term purchases (securities held at least a year), short term purchases (securities sold within a year), trading (securities sold within 30 days), short sales, margin transactions and option writing including covered options and uncovered options or spreading strategies.
The evaluation and selection of third‐party investment managers is a si...
Unlock Full Investment Process Description
Investing in securities involves risk of loss that clients should be prepared to bear. The significant risks are loss of portfolio value and illiquidity of a security (i.e., the inability to sell a security within a reasonable timeframe due to low trade volume and lack of
5
Form ADV Part 2A Brochure
IARD/CRD No: 146607
SEC File No.: 801- 69179
interest). Risk is measured at both a security and portfolio level. Investment strategies used to implement any investment advice given to clients include long term purchases (securities held at least a year), short term purchases (securities sold within a year), trading (securities sold within 30 days), short sales, margin transactions and option writing including covered options and uncovered options or spreading strategies.
The evaluation and selection of third‐party investment managers is a si...
Unlock Full Investment Process Description
ZEKE CAPITAL ADVISORS Portfolio Concentration
ZEKE CAPITAL ADVISORS Location
1235 WESTLAKES DRIVE
SUITE 402
BERWYN, Pennsylvania
UNITED STATES, 19312
SUITE 402
BERWYN, Pennsylvania
UNITED STATES, 19312
ZEKE CAPITAL ADVISORS Contact Information
Phone Number: 610-572-4529
Fax Number: 610-296-1430
Website: http://www.zekecapital.com
Fax Number: 610-296-1430
Website: http://www.zekecapital.com
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