East West Advisers
Firm details
- Headquarters
- ,
- CRD number
- 285447
- Website
- www.eastwestadvisers.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals90.65%
- Pooled Investment Vehicles9.35%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
East West Advisers is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual & family clients and institutional clients, providing discretionary portfolio management for individuals/small businesses and for pooled investment vehicles. Its compensation model combines a percentage-of-AUM fee with the capacity to charge performance-based fees. East West Advisers also takes on sponsor/GP/managing-member roles for pooled investment vehicles, indicating it both advises and has an operational role in at least some private structures. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities78%
- Cash & Cash Equivalents21%
- Derivatives1%
Owners & executives
1 of 1Michael Coen
Chief Investment OfficerCRD 2353391
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations