EJL ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2021
Total AUM
$94.7M
Discretionary
$94.7M
100% of AUM
Avg account
$1.9M
Accounts
49
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
157504
Registered since
July 14, 2021
Custodians
CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

EJL Asset Management, LLC is a small SEC‑registered RIA that runs discretionary portfolios for a concentrated roster of individual and family clients. The firm bills on a percentage‑of‑AUM basis and focuses on portfolio management for individuals and small businesses, favoring liquid equity exposures. Filings show a clear equity preference: roughly half of reported assets are held in exchange‑traded equities, suggesting the manager relies on ETFs and individual stocks as core building blocks. EJL is also active as a sponsor/GP/managing member of pooled investment vehicles, which indicates a willingness to originate or co‑manage private vehicles alongside its advisory work.

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 53%, Cash & Cash Equivalents 27%, Public Funds/Mutual Funds 11%, US Government Bonds 6%, Private Funds 2%, Investment Grade Corp Bonds 1%53%
  • Exchange Traded Equities53%
  • Cash & Cash Equivalents27%
  • Public Funds/Mutual Funds11%
  • US Government Bonds6%
  • Private Funds2%

Contacts

1 of 1
  • EDWARD LAZEROW

    Managing MemberCRD 4030027

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

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth