Eschaton Opportunities Fund Management Lp
Answer a few questions and
get matched with an advisor.
Learn more about Eschaton Opportunities Fund Management Lp
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
Number of Advisors
Disclosures
Office Location
Eschaton Opportunities Fund Management Lp by the Numbers
$174.7 million
5
2
$87.4 million
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
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Eschaton Opportunities Fund Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.