Se connecter Inscription gratuite

Eachwin Capital, LP (New York)


Eachwin Capital, LP is a large advisory firm based in New York. It manages $102.59 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2014.

Logo

Eachwin Capital provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Eachwin Capital: assets under management

The assets under management (AUM) of Eachwin Capital, LP is $102.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 310% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $102.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.1 million each.
Eachwin Capital has custody of $29.97 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eachwin Capital, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Mayree Carroll Clark Managing member 1 Nov 2005 75% - 100% 1499989
Mayree Carroll Clark Managing member 1 May 2012 75% - 100% 1499989

Based in New York

The principal office where Eachwin Capital, LP performs its advisory services is located at 555 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in San Mateo, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-897-9613 or by fax 212-897-9626. The normal business hours are 8am - 6pm est on Monday - Friday. You can find more information about the New York firm at eachwincapital.com.


Registered investment advisers similar to Eachwin Capital, LP