EJL Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 157504
- Registered since
- July 14, 2021
- Custodians
- CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
EJL Asset Management, LLC is an independent, owner-operated registered investment adviser formed as an LLC and registered with the SEC in 2021. The firm focuses on portfolio management for individuals and small businesses and charges clients a percentage-of-assets fee. Its client base is concentrated on individual and family relationships rather than institutional mandates. The firm is not positioned as an ESG-focused adviser and is not structured as a multi-state advisory network. While not set up as a dedicated capital allocator, EJL performs sponsor and general-partner roles for pooled investment vehicles, indicating it can both place client commitments with outside managers and act as a vehicle sponsor or managing member when structuring private investments.
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 Equities53%
- Cash & Cash Equivalents27%
- Public Funds/Mutual Funds11%
- US Government Bonds6%
- Private Funds2%
Contacts
1 of 1Edward Lazerow
Managing MemberCRD 4030027
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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