Adviser Profile

As of Date 07/04/2024
Registration status Registration Changed to EGIS CAPITAL PARTNERS LP
ADV Location SUMMIT, NJ, United States
Contact Info 973 xxxxxxx
Websites
AUM* 114,981,983 -21%
of that, discretionary 114,981,983 -21%
Number of Employees 5 -29%
of those in investment advisory functions 3 -25%
Private Fund GAV* 0
Avg Account Size 28,745,496 -41%
SMA’s No
Private Funds 0 3

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

146M 125M 104M 83M 62M 42M 21M
2022 2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary