Elco Management Company, LLC
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
FINTRXOverview
Elco Management Company, LLC is an SEC-registered investment adviser (registered in 2005) operating as an LLC and organized as a hedge-fund style manager. The firm serves both individual/family and institutional clients, offering portfolio management for private clients and for pooled investment vehicles. Fee arrangements include asset-based fees, fixed fees, and performance-based fees. Elco is not positioned as an ESG investor and is not designated as a multi-state or related adviser in the available disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities83%
- Public Funds/Mutual Funds10%
- US Government Bonds5%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$31.3M in ETFs
83%
$26.1M
16%
$5.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $6.5M | 8,466 | 20.60% |
Location
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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