ERG ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2012
Total AUM
$8M
Discretionary
$0
0% of AUM
Avg account
$2M
Accounts
4
Employees
2
Advisory reps
9

Firm details

Headquarters
NORWALK, Connecticut
CRD number
161694
Registered since
April 11, 2012
Fee structure
Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Erg Asset Management LLC operates as a limited liability company and is classified as a private equity fund. Established in 2012, the firm primarily focuses on portfolio management for pooled investment vehicles, catering to an institutional client base. The firm employs a fixed fee structure for its advisory services but does not engage in capital allocation or act as a pension consultant. While Erg Asset Management LLC does not actively invest in ESG initiatives, it maintains affiliations with broker-dealers, which may enhance its operational capabilities within the financial services landscape.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • DAVID GERVAIS

    PartnerCRD 5761927

  • NICOLA CORRIN

    OwnerCRD 5086552

  • JAMES MATTHEWS

    OwnerCRD 5086398

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NORWALK, CT

FAIRFIELD

Location

NORWALK, CT

Headquartered in NORWALK, CT, 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
FAIRFIELD
Address
50 Washington St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth