E2 INVESTMENT ADVISORS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
THE WOODLANDS, Texas
CRD number
313201

Firm profile

FINTRX

Overview

E2 Investment Advisors LLC is organized as a limited liability company and appears to be individually owned. Public-facing classification data is minimal; the firm is not flagged as a multi-state adviser, not an active ESG investor, and is not characterized as a capital allocator. Several advisory and administrative checkboxes are blank or unspecified, which suggests its primary activity is concentrated in a narrow set of offerings rather than broad retail or institutional advisory lines. The firm has explicit industry affiliations as a commodity pool operator/commodity trading adviser (CPO/CTA) and as a sponsor, general partner and managing member of pooled investment vehicles. Those roles indicate the firm structures and operates pooled alternative vehicles directly rather than primarily acting as an outsourcing allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • MASON MATSCHKE

    Partner and Chief Portfolio OfficerCRD 2033434

Contacts

2 of 2
  • Sterling Mulacek

    PrincipalCRD 7359238

  • PHILIPPE Mulacek

    Founding DirectorCRD 7359240

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

THE WOODLANDS, TX

MONTGOMERY

Location

THE WOODLANDS, TX

Headquartered in THE WOODLANDS, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
MONTGOMERY
Address
25025 I45n
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth