Electron Capital Partners, LLC

CRD#166102
Investment Advisor Firm

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Learn more about Electron Capital Partners, LLC

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

    • Overview

    Electron Capital Partners, LLC operates as a financial advisor firm based in New York, New York. Electron Capital Partners, LLC oversees $3.5 billion in assets over 15 customer accounts, making it one of the biggest firms in the country by assets under management (AUM). The firm has a small team, including 9 financial advisors. Electron Capital Partners, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like options, equities and bonds.

    Electron Capital Partners, LLC administers all of the firm's client assets in a discretionary manner. Discretionary management signifies that an investment advisor makes buy and sell choices for the client's account without requiring the customer's permission. The firm's average account size is $230.9 million. The average financial advisor at Electron Capital Partners, LLC oversees around two client accounts, placing it among the most personalized advisor firms in the country.

    The firm's central office is located at 10 East 53Rd Street, New York, New York 10022. The company is legally registered to provide services to clients in the state of New York.

    Assets Under Management

    $3.5 billion

    Number of Advisors

    9

    Disclosures

    No

    Office Location

    10 East 53Rd Street
    New York, NY 10022

    Electron Capital Partners, LLC by the Numbers

    Total Assets Under Management

    $3.5 billion

    National Average: $8.6 billion
    Total Number of Employees

    16

    National Average: 64
    Total Number of Accounts

    15

    National Average: 375,227
    Average Account Size

    $230.9 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial advisory fees typically are based on which services the firm provides the client. However, fee types billed by Electron Capital Partners, LLC most likely consist of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Electron Capital Partners, LLC.

    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

    It provides services to investment companies and pooled investment vehicles. Out of its 15 accounts, Electron Capital Partners, LLC's biggest client type is pooled investment vehicles. Around 60% of its customers 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

    Electron Capital Partners, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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