EIN SOF ADVISORS, LLC
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 314982
- Website
- www.einsofadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.27%
- Individuals7.01%
- Pooled Investment Vehicles4.86%
- Charitable Organizations1.87%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
EIN Sof Advisors, LLC is an owner-operated advisory firm that combines discretionary portfolio management for individuals and pooled vehicles with a hedge-fund style orientation. The firm runs a concentrated equities approach at the SMA level and supplements that exposure with a range of alternative strategies. It charges clients on a percentage-of-AUM basis and acts not only as an adviser but also as sponsor/GP and managing member for at least one pooled vehicle, indicating an active role in structuring and operating private funds. EIN Sof is not an ESG-focused manager and does not present itself as a multi-state adviser. Its client mix includes both high-net-worth individuals and institutional or pooled-vehicle clients, which aligns with its dual activity of managing separate accounts and advising pooled investment vehicles.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities61%
- Public Funds/Mutual Funds19%
- Cash & Cash Equivalents14%
- State & Local Bonds6%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1LAWRENCE MELCER
Chief Executive OfficerCRD 5615629
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOCA RATON, FL
PALM BEACH
Location
BOCA RATON, FL
Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 499 E Palmetto Park Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
AVALON
RIABOCA RATON, FL
BISHOP CAPITAL ADVISORS LLC
RIABOCA RATON, FL
SHEALY WEALTH ADVISORY LLC
RIABOCA RATON, FL
THE RETIREMENT READINESS INSTITUTE
RIABOCA RATON, FL
ADVISE FINANCIAL
RIABOCA RATON, FL
STAR WEALTH ADVISORS
RIABOCA RATON, FL