Egis Capital Partners Lp
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Overview
Egis Capital Partners Lp is a financial advisory firm headquartered in Summit, New Jersey. The firm manages $145.6 million in total assets throughout three customer accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). The company has a small group, including 4 financial advisors. Egis Capital Partners Lp is not a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal investments such as stocks, options and bonds.
Egis Capital Partners Lp administers all of its client assets in a discretionary manner. Discretionary management signifies that transaction judgments for the client's account are made by an investment advisor without requiring client approval. The company oversees about $48.5 million in assets for each account. The average advisor at Egis Capital Partners Lp administers fewer than one client account, making it one of the most individualized financial advisor firms in the country.
The firm's main office is located at 35 Beechwood Rd, Summit, New Jersey 7901.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Egis Capital Partners Lp by the Numbers
$145.6 million
7
3
$48.5 million
Fee Structure
Fees charged by financial advisors usually depend on the financial services provided. Fee types charged by the company most likely include the following fee types: asset-based or performance-based. The firm does not provide a wrap fee program, in which the firm offers a service bundle 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
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Egis Capital Partners Lp works with pooled investment vehicles. Out of its three accounts, Egis Capital Partners Lp's largest client group is pooled investment vehicles. None of the company's clients are represented by people 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
Egis Capital Partners Lp does not have any disclosures.
Please visit its Form ADV for more details.
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