EIV CAPITAL, LLC

RIASEC RegisteredEst. 2015
Total AUM
$2.2B
Discretionary
$2.2B
100% of AUM
Avg account
$186M
Accounts
12
Employees
44
Advisory reps
6

Firm details

Headquarters
HOUSTON, Texas
CRD number
169111
Registered since
July 10, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

EIV Capital, LLC is an SEC-registered LLC formed in 2015 that operates as a private equity fund manager and adviser to pooled investment vehicles. The firm serves an institutional client base, providing portfolio management for pooled vehicles and acting in sponsor/GP and managing-member roles for those vehicles. Its compensation combines percentage-of-AUM fees with performance-based fees, a typical structure for managers running closed-end or private equity-style funds. The firm is not positioned as a broad capital allocator; instead it manages and sponsors investment vehicles directly and employs third-party managers in certain strategies.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

2 of 2
  • JILL STAMETS

    CFO & CCOCRD 5794669

  • CLAIRE HARVEY

    CEO & PartnerCRD 5174587

Contacts

3 of 4
  • UGOCHUKWU NWULI

    General CounselCRD 7892279

  • DAVID FINAN

    Managing PartnerCRD 4821018

  • JENNIFER GOTTSCHALK

    PartnerCRD 6250049

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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

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
910 Louisiana St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth