EAB Investment Group, LLC
Firm details
- Headquarters
- Bala Cynwyd, Pennsylvania
- CRD number
- 165865
- Registered since
- May 29, 2015
- Website
- www.eabinvestmentgroup.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
EAB Investment Group, LLC is an SEC-registered institutional registered investment adviser organized as an LLC and registered in 2015. The firm reports an owner of individual type and markets itself to institutional clients, providing portfolio management services for investment companies and for businesses or other institutions. Compensation is reported as a mix of percentage-of-AUM and fixed fees. The dataset indicates the firm is not an active ESG investor, not a pension consultant, and does not act as a capital allocator. The firm lists an industry affiliation as an "Other Investment Adviser." No family office services are identified in the information provided.
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
Owners & executives
1 of 1
William Visconto
CFO & COOCRD 2603790
Contacts
3 of 3
James Ryan
PresidentCRD 1658850

Edward Boll
Non-Executive ChairmanCRD 4771992
Arnim Holzer
Portfolio Manager, FounderCRD 2443367
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bala Cynwyd, PA
Montgomery
Location
Bala Cynwyd, PA
Headquartered in Bala Cynwyd, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 150 Monument Rd
- Time zone
- ET (UTC-5)
- Office locations
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