ERG ASSET MANAGEMENT LLC
Firm details
- Headquarters
- NORWALK, Connecticut
- CRD number
- 161694
- Registered since
- April 11, 2012
- Website
- www.ergassetmanagement.com
- Fee structure
- Fixed Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 9DAVID GERVAIS
PartnerCRD 5761927
NICOLA CORRIN
OwnerCRD 5086552
JAMES MATTHEWS
OwnerCRD 5086398
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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