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 a small SEC‑registered RIA that runs discretionary portfolios for a concentrated roster of individual and family clients. The firm bills on a percentage‑of‑AUM basis and focuses on portfolio management for individuals and small businesses, favoring liquid equity exposures. Filings show a clear equity preference: roughly half of reported assets are held in exchange‑traded equities, suggesting the manager relies on ETFs and individual stocks as core building blocks. EJL is also active as a sponsor/GP/managing member of pooled investment vehicles, which indicates a willingness to originate or co‑manage private vehicles alongside its advisory work.
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 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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