ERGUZ, LLC

Overview

Erguz, LLC is a small, fee-based wealth manager that focuses on discretionary portfolio management for individuals and small businesses. Registered with the SEC since 2013 and organized as an LLC, the firm runs both percentage-of-AUM and fixed-fee engagements. Its client base is concentrated on high-net-worth individuals and families rather than institutions, and the adviser does not identify as an active ESG investor. Investment activity is tilted toward public equities with a clear preference for exchange-traded instruments. Portfolio mandates appear to be discretionary across the client base, allowing Erguz, LLC to implement equity-heavy positioning and to allocate to third-party alternative managers where appropriate. The firm’s advisory services are centered on customized portfolio management rather than pension consulting or large-scale capital allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices