Earlsdon Capital Management, LLC

RIASEC Registered
Total AUM
$10M
Discretionary
$10M
100% of AUM
Avg account
$10M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
334252
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Earlsdon Capital Management, LLC is a privately held limited liability company that operates as a hedge fund manager and commodity pool/CTA-type advisor. The firm targets institutional clients and provides portfolio management across separate accounts and pooled vehicles. Its compensation combines an asset-based fee with performance-based incentive fees, consistent with hedge-fund style structures. Regulatory registration details are limited in the source data (SEC registration year not specified). The firm is not identified as a multi-state adviser, does not self-identify as an ESG investor, and is organized under individual ownership.

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

Contacts

2 of 2
  • Jason Chen

    CRD 8028287

  • George Lee

    Managing PartnerCRD 5278766

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth