EPSILON HEALTH INVESTORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Washington, District of Columbia
CRD number
298267
Registered since
March 30, 2023

Firm profile

FINTRX

Overview

Epsilon Health Investors, LLC is a limited liability company that registered with the SEC in 2023 and is owned by an individual. The firm is categorized as unclassified in the available data and is not identified as a capital allocator. It does not present itself as an active ESG investor, and it is not registered as a multi-state adviser. Reported business roles include acting as a sponsor and general partner and serving as a managing member of pooled investment vehicles; the firm is also associated with a law firm affiliation.

Assets & Accounts

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

Contacts

2 of 2
  • Steven Epstein

    PartnerCRD 6994045

  • Gregory Epstein

    General Partner, Co-FounderCRD 6994042

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
1227 25th St NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth