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Egs Partners LLC (New York)


Egs Partners LLC is a large advisory firm based in New York. It manages $149.2 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut and New York.

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

Egs Partners: assets under management

The assets under management (AUM) of Egs Partners LLC is $149.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $149.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $24.87 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Egs Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Egs Partners LLC performs its advisory services is located at 350 Park Avenue, 11 Th Fl, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Westport, CT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-755-9000 or by fax 212-755-9188. The normal business hours are 900 am to 5:00 pm on Monday - Friday.


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