EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC

RIASEC RegisteredEst. 2011
Total AUM
$132M
Discretionary
$0
0% of AUM
Avg account
$132M
Accounts
1
Employees
1
Advisory reps
2

Firm details

Headquarters
SEATTLE, Washington
CRD number
159018
Registered since
October 21, 2011
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Euclidean Technologies Management, LLC is an SEC-registered advisory firm that concentrates on managing equity portfolios for institutional clients, principally investment companies. The firm’s filings show a stock-focused approach: its public filings are dominated by long equity positions across roughly 75 names. Portfolio construction appears to favor a moderately diversified equity sleeve — many mid-sized positions with a handful of larger, higher-conviction holdings (the single largest reported holding is Preformed Line Products Co). Euclidean charges fees as a percentage of assets under management and reports its advisory activity as portfolio management for investment companies. The adviser is organized as a limited liability company, owned by an individual, and was first registered with the SEC in 2011. It is not identified as a multi-state adviser, does not self-report as an active ESG investor, and lists an institutional client base rather than retail households.

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

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Client base

Client personas

Contacts

2 of 2
  • JOHN ALBERG

    Founder & Managing PartnerCRD 5929791

  • MICHAEL SECKLER

    Co-Founder & PartnerCRD 5929764

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

FINTRX

Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
701 5th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth