IENGAGE ASSET MANAGEMENT LLC
Firm details
- Headquarters
- PRINCETON, New Jersey
- CRD number
- 299108
- Custodians
- INTERACTIVE BROKERS LLC, RBC CAPITAL MARKETS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI80%
- Individuals20%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Iengage Asset Management LLC is a very small, individually owned advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and reports an equity preference, with a meaningful portion of its investments held in non-exchange traded equities. It is not positioned as an ESG investor, does not operate as a multi-state adviser, and does not identify as a capital allocator or pension consultant. The advisory approach appears hands-on and concentrated: the firm manages a modest asset base and uses separately managed account structures. Its business activity centers on traditional portfolio management rather than running pooled investment products, and it supplements its equity exposure with allocations to mutual funds and third-party real estate managers.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Non-Exchange Traded Equities50%
- Exchange Traded Equities40%
- Cash & Cash Equivalents10%
Contacts
1 of 1Jiayi Li
President and Managing PartnerCRD 7057260
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PRINCETON, NJ
MERCER
Location
PRINCETON, NJ
Headquartered in PRINCETON, NJ, 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
- MERCER
- Address
- 300 Carnegie Ctr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ANSONIA CAPITAL ADVISORS LLC
RIAPRINCETON, NJ
ADVISO WEALTH
RIAPRINCETON, NJ
ENDOWBRIDGE CAPITAL, LLC
RIAPRINCETON, NJ
BERUNDA CAPITAL MANAGEMENT
RIAPRINCETON, NJ
NEW YORK IVY CAPITAL MANAGEMENT LLC
RIAPRINCETON, NJ
SG SECURITIES, LLC
RIAPRINCETON, NJ