Eschler Asset Management LLP
Firm details
- Headquarters
- London,
- CRD number
- 311807
- Registered since
- January 12, 2021
- Website
- www.eschlerasset.com
- Custodians
- INTERACTIVE BROKERS LLC, UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles85.45%
- Investment Companies6.82%
- Charitable Organizations4.67%
- HNWI3.05%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Eschler Asset Management LLP is a Limited Liability Partnership that operates as a hedge fund manager and SEC-registered adviser (registration year 2021). The firm serves both individual/family and institutional clients and charges a mix of percentage-of-AUM and performance-based fees consistent with an active hedge fund structure. Advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for institutional or business clients. Ownership is listed as a combination of a foreign entity and an individual, and the firm does not identify as an active ESG investor or a multi-state pension consultant.
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 Equities80%
- Derivatives10%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
John Pryce-Robertson
Partner and Chief Operating OfficerCRD 7316534
Contacts
2 of 2
Matthew Anthony
Investment AnalystCRD 6782902
Theron Ris
Founder & Managing DirectorCRD 7317488
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$27M in ETFs
100%
$27M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (VXUS) | Vanguard | Passive | Foreign Large Blend | $5.3M | 62,218 | 19.70% |
Location
London, null
Location
London, null
Headquartered in London, null.
- Address
- 6th Floor
- Office locations
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