EAST END ADVISORS, LLC

RIASEC RegisteredEst. 2008

Total AUM

$6.1B

Discretionary

0% of AUM

Avg account

$356M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 147144
Registered since: May 23, 2008
Fee structure: Percentage of AUM, Fixed Fees
Client types: Charitable Organizations53.72%
Corporations / Businesses31.21%
HNWI15.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

East End Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2008. The firm functions as a capital allocator for both high-net-worth individuals/families and institutional clients, providing financial planning, portfolio management for individuals, small businesses and institutions, and manager selection services. Its client billing includes both percentage-of-AUM and fixed-fee arrangements. East End also plays operational roles beyond advisory work: it has industry affiliations that include broker-dealer activity, trust company services, commodity pool/CTA involvement, and sponsorship or GP roles for pooled investment vehicles and limited partnerships.