Eschaton Opportunities Fund Management Lp

CRD#285575
Investment Advisor Firm

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Learn more about Eschaton Opportunities Fund Management Lp

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Overview

    Eschaton Opportunities Fund Management Lp is an advisory company based in Miami, Florida. The company has $174.7 million in assets over two accounts, placing it in the mid-tier of financial advisory firms in the United States by assets under management (AUM). The firm has a small group, including 4 financial advisors. Eschaton Opportunities Fund Management Lp does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are tradable financial investments such as options, stocks and bonds.

    Eschaton Opportunities Fund Management Lp oversees all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which buy and sell decisions for the client's account are made by an investment advisor without needing client consent. The advisory firm administers roughly $87.4 million for every customer account. An average advisor at Eschaton Opportunities Fund Management Lp oversees fewer than one client account, making it one of the most individualized firms in the country.

    Eschaton Opportunities Fund Management Lp's central office is located at 701 Brickell Avenue, Suite 1620, Miami, Florida 33131-3119. Eschaton Opportunities Fund Management Lp is permitted to provide services to customers in the state of Florida.

    Assets Under Management

    $174.7 million

    Number of Advisors

    4

    Disclosures

    No

    Office Location

    701 Brickell Avenue, Suite 1620
    Miami, FL 33131-3119

    Eschaton Opportunities Fund Management Lp by the Numbers

    Total Assets Under Management

    $174.7 million

    National Average: $8.6 billion
    Total Number of Employees

    5

    National Average: 64
    Total Number of Accounts

    2

    National Average: 375,227
    Average Account Size

    $87.4 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial management usually vary depending on the services offered. Fee types billed by the firm can consist of some blend of the following fee types: asset-based or performance-based. The firm does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company caters to pooled investment vehicles. Out of its two accounts, Eschaton Opportunities Fund Management Lp's largest client is pooled investment vehicles. None of the firm's customers are from outside of the U.S.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Eschaton Opportunities Fund Management Lp does not have any disclosures.

    Please visit its Form ADV for more details.

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