ELM ADVISORS, LLC

HTTP://WWW.LINKEDIN.COM (L. ABRAMSON AND E. LIEBERMAN) BURLINGAME, CA Investment Advisor How do I update this listing?

ELM Advisors is based out of Burlingame. ELM Advisors is a large advisory firm with 139 clients and discretionary assets under management (AUM) of $272,183,867 (Form ADV from 2020-02-04). Their last reported 13F filing for Q1 2020 included $122,139,000 in managed 13F securities and a top 10 holdings concentration of 55.81%. ELM Advisors's largest holding is Vanguard Total Stock Market ETF with shares held of 94,980. ELM Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 31 13F filings

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03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $122.139 Million
  • Prior Market Value $158.792 Million
  • New Purchases0 stocks
  • Additional Purchases18 stocks
  • Sold out of11 stocks
  • Reduced holdings in31 stocks
  • Top 10 Holdings % 55.81 %
  • Turnover % [1]:13.92%
  • Turnover Alt % [2]: 4.83 %
  • Time Held Top20:21.10 quarters
  • Time Held Top10:20.30 quarters
  • Time Held All:21.19 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: -14.36%
Performance Last 4 Quarters: -5.01%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

ELM ADVISORS, LLC
1860 EL CAMINO REAL SUITE 200
BURLINGAME CA    94010
Country: United States

Business Phone: 650-697-3013
Fax: 650-697-3003
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 139
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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ELM ADVISORS, LLC

ownership team - last updated 2020-02-04
Name Title Start Date Direct/Indirect % Ownership

ELM ADVISORS, LLC

ownership team - last updated 2019-03-12
Name Title Start Date Direct/Indirect % Ownership
LIEBERMAN, ELANA, MIRA PRINCIPAL, CHIEF COMPLIANCE OFFICER 04/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ELM ADVISORS, LLC MANAGING MEMBER/CCO direct 2005-04-01
ELM ADVISORS, LLC PRINCIPAL, CHIEF COMPLIANCE OFFICER direct 2005-04-01
ABRAMSON, LORNE PRINCIPAL, CHIEF OPERATIONS OFFICER 08/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ELM ADVISORS, LLC PRINCIPAL, CHIEF OPERATIONS OFFICER direct 2005-08-01

ELM ADVISORS, LLC

ownership team - last updated 2017-02-14
Name Title Start Date Direct/Indirect % Ownership
LIEBERMAN, ELANA, MIRA PRINCIPAL, CHIEF COMPLIANCE OFFICER 04/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ELM ADVISORS, LLC MANAGING MEMBER/CCO direct 2005-04-01
ELM ADVISORS, LLC PRINCIPAL, CHIEF COMPLIANCE OFFICER direct 2005-04-01
ABRAMSON, LORNE PRINCIPAL, CHIEF OPERATIONS OFFICER 08/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ELM ADVISORS, LLC PRINCIPAL, CHIEF OPERATIONS OFFICER direct 2005-08-01

WhaleScore history for ELM ADVISORS, LLC

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