EIN SOF ADVISORS, LLC

RIASEC Registered
Total AUM
$27.1M
Discretionary
$27.1M
100% of AUM
Avg account
$1.5M
Accounts
18
Employees
1
Advisory reps
1

Firm details

Headquarters
BOCA RATON, Florida
CRD number
314982
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI86.27%
  • Individuals7.01%
  • Pooled Investment Vehicles4.86%
  • Charitable Organizations1.87%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

EIN Sof Advisors, LLC is an owner-operated advisory firm that combines discretionary portfolio management for individuals and pooled vehicles with a hedge-fund style orientation. The firm runs a concentrated equities approach at the SMA level and supplements that exposure with a range of alternative strategies. It charges clients on a percentage-of-AUM basis and acts not only as an adviser but also as sponsor/GP and managing member for at least one pooled vehicle, indicating an active role in structuring and operating private funds. EIN Sof is not an ESG-focused manager and does not present itself as a multi-state adviser. Its client mix includes both high-net-worth individuals and institutional or pooled-vehicle clients, which aligns with its dual activity of managing separate accounts and advising pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 61%, Public Funds/Mutual Funds 19%, Cash & Cash Equivalents 14%, State & Local Bonds 6%, Investment Grade Corp Bonds 1%61%
  • Exchange Traded Equities61%
  • Public Funds/Mutual Funds19%
  • Cash & Cash Equivalents14%
  • State & Local Bonds6%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • LAWRENCE MELCER

    Chief Executive OfficerCRD 5615629

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
499 E Palmetto Park Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth