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 133 clients and discretionary assets under management (AUM) of $230,545,337 (Form ADV from 2019-03-12). Their last reported 13F filing for Q2 2019 included $146,463,000 in managed 13F securities and a top 10 holdings concentration of 57.13%. ELM Advisors's largest holding is Vanguard FTSE All World Ex US ETF with shares held of 298,850. ELM Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 28 13F filings

Subscription Required

Equal-WT
WhaleScore

?

62

S&P 500
WhaleScore

?

Subscription Required

Manager Weighted
WhaleScore

?
Download 13F Summary to Excel Create Email Alert

06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $146.463 Million
  • Prior Market Value $142.559 Million
  • New Purchases0 stocks
  • Additional Purchases24 stocks
  • Sold out of2 stocks
  • Reduced holdings in21 stocks
  • Top 10 Holdings % 57.13 %
  • Turnover % [1]:2.35%
  • Turnover Alt % [2]: 0.97 %
  • Time Held Top20:18.60 quarters
  • Time Held Top10:17.60 quarters
  • Time Held All:18.06 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 2019-05-15

Performance for Q1 2019: 4.09%
Performance Last 4 Quarters: 2.67%
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

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR/A (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)

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: 133
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

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

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

You must have a subscription to view WhaleScore histories

Elevate your investments