Earlsdon Capital Management, LLC

RIAState 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 an LLC-structured hedge fund and CPO/CTA that operates with an institutional focus while also providing portfolio management services to individuals, small businesses, pooled vehicles, and other institutions. The firm charges asset-based fees together with performance fees. It does not identify as an active ESG investor and is registered in a way that does not classify it as a multi-state adviser. Ownership is held at the individual level and the business model centers on active portfolio management rather than capital allocation to third-party managers.

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

FINTRX

Contacts

FINTRX

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