East Bay Equities LLC
RIASEC Registered
Total AUM
$1M
Discretionary
$1M
100% of AUM
Avg account
$115K
Accounts
9
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 169822
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.54%
- Individuals16.46%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
East Bay Equities LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm provides discretionary portfolio management primarily for individuals, families and small businesses and charges fees as a percentage of assets under management. The adviser does not identify as an ESG investor, is not set up as a multi-state adviser or pension consultant, and it does not serve as a capital allocator or a related adviser to other firms.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Contacts
1 of 1Lars Erickson
OwnerCRD 6293237
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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