EAB Investment Group, LLC

RIASEC RegisteredEst. 2015

Total AUM

$506M

Discretionary

$506M

100% of AUM

Avg account

$506M

Accounts

1

Employees

4

Advisory reps

4

Firm details

Headquarters: Bala Cynwyd, Pennsylvania
CRD number: 165865
Registered since: May 29, 2015
Website: www.eabinvestmentgroup.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: Investment Companies100%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

EAB Investment Group, LLC is an SEC-registered limited liability company that has operated as an investment adviser since 2015. The firm is individually owned and targets institutional clients, delivering portfolio management services for investment companies and for businesses or other institutions. Its fee arrangements include percentage-of-AUM billing and fixed fees. The firm is not identified as an active ESG investor, does not act as a capital allocator, and does not report pension-consulting activity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

William Visconto
CFO & COOCRD 2603790

Contacts

3 of 3

James Ryan
PresidentCRD 1658850
Edward Boll
Non-Executive ChairmanCRD 4771992
Arnim Holzer
Portfolio Manager, FounderCRD 2443367

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Bala Cynwyd, PA

Montgomery

Location

Bala Cynwyd, PA

Headquartered in Bala Cynwyd, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area: Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region: Northeast
County: Montgomery
Address: 150 Monument Rd
Time zone: ET (UTC-5)
Office locations

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