Adviser Profile
| As of Date | 10/06/2020 |
| Registration status | Registration Changed to ENERTECH CAPITAL HOLDING COMPANY, L.P. |
| ADV Location | AMBLER, PA, United States |
| AUM* | 67,662,401 |
| of that, discretionary | 67,662,401 |
| Number of Employees | 7 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 13,532,480 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Mid-sized advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
68M
58M
48M
39M
29M
19M
10M
2020