E2P

RIASEC RegisteredEst. 2020
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$242M
Accounts
8
Employees
19
Advisory reps
3

Firm details

Headquarters
CHICAGO, Illinois
CRD number
300436
Registered since
July 27, 2020
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

E2P is a limited partnership focused on managing pooled private investment vehicles for institutional clients. The firm operates primarily as a private equity manager and also functions in roles typical of a sponsor and general partner, running pooled funds and taking lead investment and governance responsibilities. Its business activities include commodity pool operations or commodity trading advisory work, which suggests a willingness to use commodity-linked strategies alongside private capital deployments. Investment activity is concentrated in closed-end, private-asset structures: E2P advises multiple private equity funds and structures investments for a small number of large institutional clients. The firm charges a mix of asset-based and performance fees, which aligns incentives toward both capital preservation and value creation. E2P flags itself as an active ESG investor, indicating that environmental, social and governance criteria are integrated into investment selection, monitoring and possibly portfolio construction. Strategy-wise, the firm shows a clear tilt toward private markets with complementary commodity exposure. As a manager and sponsor of pooled vehicles, E2P typically sources, diligences and controls investments rather than acting solely as a capital allocator to external managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • LEANN KILARSKI

    Chief Operating OfficerCRD 5910915

  • MATTHEW SCHICK

    CFO and CCOCRD 7265286

Contacts

1 of 1
  • CHRISTOPHER FRALEIGH

    PartnerCRD 7075977

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
353 N Clark St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth