EJL Asset Management, LLC

RIASEC RegisteredEst. 2021
Total AUM
$94.7M
Discretionary
$94.7M
100% of AUM
Avg account
$1.9M
Accounts
49
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 53%, Cash & Cash Equivalents 27%, Public Funds/Mutual Funds 11%, US Government Bonds 6%, Private Funds 2%, Investment Grade Corp Bonds 1%53%
  • Exchange Traded Equities53%
  • Cash & Cash Equivalents27%
  • Public Funds/Mutual Funds11%
  • US Government Bonds6%
  • Private Funds2%

Contacts

1 of 1
  • Edward Lazerow

    Managing MemberCRD 4030027

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth