ESCHLER ASSET MANAGEMENT LLP
Firm details
- Headquarters
- LONDON,
- CRD number
- 311807
- Registered since
- January 12, 2021
- Website
- www.eschlerasset.com
- Custodians
- INTERACTIVE BROKERS LLC, MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles82.42%
- HNWI6.29%
- Investment Companies6.29%
- Charitable Organizations5%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Eschler Asset Management LLP is a limited liability partnership registered with the SEC in 2021 and organized as a hedge fund adviser. Its client base includes both individuals and families as well as institutional investors. The firm provides portfolio management across individual/small-business accounts, pooled investment vehicles and institutional mandates, and is registered to operate as a CPO/CTA. Fee arrangements combine a percentage of assets under management with performance-based fees. The firm is not presented as an active ESG investor, it is not a multi-state adviser, and it does not describe itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities78%
- Derivatives11%
- Public Funds/Mutual Funds7%
- Private Funds4%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1John Pryce-Robertson
Partner and Chief Operating OfficerCRD 7316534
Contacts
2 of 2Matthew Anthony
Investment AnalystCRD 6782902
Theron Ris
Founder & Managing DirectorCRD 7317488
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$34.9M in ETFs
100%
$34.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK JUNIOR GOLD MINERS ETF (GDXJ) | VanEck | Passive | Equity Precious Metals | $25.3M | 210,448 | 72.42% |
Location
LONDON, null
Location
LONDON, null
Headquartered in LONDON, null.
- Address
- 6th Floor
- Office locations
Similar firms
LEGEIS CAPITAL ADVISORS, LLC
RIAGREAT NECK, NY
CHELSEA MANAGEMENT COMPANY
RIAWOODLAND HILLS, CA
VERDIS INVESTMENT MANAGEMENT, LLC
RIAWEST CONSHOHOCKEN, PA
SCHMIDT FINANCIAL MANAGEMENT
RIAKIRKLAND, WA
THE MILWEALTH GROUP, LLC
RIAMILWAUKEE, WI
RR ADVISORS, LLC
RIADALLAS, TX