EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
Firm details
- Headquarters
- SEATTLE, Washington
- CRD number
- 159018
- Registered since
- October 21, 2011
- Website
- www.euclidean.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2JOHN ALBERG
Founder & Managing PartnerCRD 5929791
MICHAEL SECKLER
Co-Founder & PartnerCRD 5929764
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
SEATTLE WEALTH MANAGEMENT LLC
RIASEATTLE, WA
A.T. LLOYD'S, INC
RIASEATTLE, WA
SILVER CREEK CAPITAL MANAGEMENT LLC
RIASEATTLE, WA
AVANTIA INVESTMENT SERVICES, LLC
RIASEATTLE, WA
NORTHWEST ADMINISTRATORS INC
RIASEATTLE, WA
CAPRIA VENTURES LLC
RIASEATTLE, WA