Egret Securities LLC

Overview

Egret Securities LLC is organized as a limited liability company and public records provide only sparse detail about its business model. Filings list ownership by a domestic entity and an individual, and the firm is classified generically rather than under a specific advisory category. Available disclosures do not describe the firm's client segments, fee schedules, advisory services, or specific business activities. Record flags indicate the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not listed as a related adviser to another registered manager.

Assets & Accounts

Investments & Alternatives

Location & Offices