E.J. Nickerson Co

Overview

E.J. Nickerson Co. operates as a small, single-owner advisory firm that focuses on managing pooled investment vehicles. The firm serves institutional clients and performs portfolio management for pooled funds while also acting as sponsor, general partner and managing member for those vehicles. Its business model is fee-based, charging a percentage of assets under management. The firm does not position itself as an active ESG investor and it is not structured as a multi-state adviser. Given its size and legal form as a sole proprietorship, the firm appears to be a compact, operationally concentrated manager that combines advisory duties with sponsor/GP responsibilities for a limited number of pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices