EE Fund Management, LLC

Overview

EE Fund Management, LLC is a small, fee-based advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis and emphasizes equity exposure as its primary investment preference. It is not positioned as an ESG investor, does not act as a pension consultant, and does not report multi-state advisory activity. Investment activity is concentrated and straightforward: the firm favors exchange-traded securities and mutual funds rather than a wide menu of bespoke or institutional-only strategies. Regulatory reporting indicates the firm operates with a compact asset base and a narrow client/account footprint, which suggests a boutique operating model where the adviser manages a small number of larger accounts rather than a broad retail client roster.

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Public Holdings

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Location & Offices