Elco Management Company, LLC

RIASEC RegisteredEst. 2005

Total AUM

$261M

Discretionary

$245M

94% of AUM

Avg account

$708K

Accounts

369

Employees

7

Advisory reps

6

Firm details

Headquarters: New York, New York
CRD number: 137036
Registered since: December 8, 2005
Website: www.elcomanagement.com
Custodians: CHARLES SCHWAB & CO., INC., RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI77.15%
Pooled Investment Vehicles11.68%
Individuals4.99%
Corporations / Businesses3.33%
Charitable Organizations2.84%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Elco Management Company, LLC is a privately owned limited liability company that operates as a hedge fund-style investment adviser. The firm provides portfolio management for individuals and small businesses and also manages pooled investment vehicles. Its client base includes both individual/family clients and institutional investors. Fee arrangements are a mix of asset-based fees, fixed fees and performance-linked fees. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities83%
Public Funds/Mutual Funds10%
US Government Bonds5%
Cash & Cash Equivalents2%

Owners & executives

1 of 1

Paul Elliot
Founder and CEOCRD 200116

Contacts

3 of 5

James Elliot
Portfolio ManagerCRD 2284949
Ronald Geffen
Portfolio ManagerCRD 1055071
Paul Doran
Senior Portfolio ManagerCRD 4959183

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 41

Active vs passive

$63.5M in ETFs

Passive

92%

$58.2M

Active

8%

$5.3M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) INDUSTRIAL SELECT SECTOR SPDR(R) ETF (XLI)	State Street	Passive	Industrials	$9.2M	49,800	14.53%

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Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: New York
Address: 369 Lexington Ave
Time zone: ET (UTC-5)
Office locations

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