ELCO MANAGEMENT COMPANY, LLC

RIASEC RegisteredEst. 2005

Total AUM

$261M

Discretionary

$245M

94% of AUM

Avg account

$708K

Accounts

369

Employees

7

Advisory reps

6

Firm details

Headquarters: New York, New York
CRD number: 137036
Registered since: December 8, 2005
Website: www.elcomanagement.com
Custodians: CHARLES SCHWAB & CO., INC., RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI77.15%
Pooled Investment Vehicles11.68%
Individuals4.99%
Corporations / Businesses3.33%
Charitable Organizations2.84%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Elco Management Company, LLC is an independently owned, SEC-registered investment adviser operating as a limited liability company and classified as a hedge fund manager. The firm provides portfolio management for individuals and small businesses as well as for pooled investment vehicles, and structures fees across asset-based charges, fixed fees and performance-based compensation. Elco is not positioned as an active ESG investor and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities83%
Public Funds/Mutual Funds10%
US Government Bonds5%
Cash & Cash Equivalents2%

Owners & executives

1 of 1

PAUL ELLIOT
Founder and CEOCRD 200116

Contacts

3 of 5

JAMES ELLIOT
Portfolio ManagerCRD 2284949
RONALD GEFFEN
Portfolio ManagerCRD 1055071
PAUL DORAN
Senior Portfolio ManagerCRD 4959183

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 40

Active vs passive

$32M in ETFs

Passive

83%

$26.7M

Active

16%

$5.4M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SCHWAB US BROAD MARKET ETF (SCHB)	Schwab	Passive	Large Blend	$5.4M	213,156	16.70%

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Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: NEW YORK
Address: 369 Lexington Ave
Time zone: ET (UTC-5)
Office locations

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