EJL Asset Management, LLC
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
FINTRXOverview
EJL Asset Management, LLC is an independent, Maryland-registered investment adviser organized as an LLC and owned by an individual principal. The firm provides fee-based portfolio management for individuals, families and small businesses, charging a percentage of assets under management. Its stated activities include acting as sponsor, general partner and managing member of pooled investment vehicles, and it allocates client capital to external alternative managers alongside managed liquid portfolios. The firm does not position itself as an ESG-focused adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Cash & Cash Equivalents27%
- Public Funds/Mutual Funds11%
- US Government Bonds6%
- Private Funds2%
Contacts
1 of 1Edward Lazerow
Managing MemberCRD 4030027
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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