Erlang101 Capital Management LLC

RIASEC Registered
Total AUM
$420K
Discretionary
$420K
100% of AUM
Avg account
$420K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
Fishers, Indiana
CRD number
172532
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPublication of PeriodicalsSecurity Ratings / Pricing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Erlang101 Capital Management LLC is a small, individually owned advisory firm organized as an LLC that serves individual and family clients. The firm provides discretionary portfolio management for individuals and small businesses and also produces periodicals or newsletters, offers security pricing or ratings services, and runs educational seminars and workshops. Its reported fee model combines a percentage-of-assets arrangement with the potential for performance-based fees. The firm does not identify as an active ESG investor and is not listed as a multistate adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Mulong Wang

    Mulong Wang

    Managing PrincipalCRD 6095566

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Fishers, IN

Hamilton

Location

Fishers, IN

Headquartered in Fishers, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
Hamilton
Address
12091 Raiders Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth