A complete list of active advisors currently associated with EJL Asset Management, LLC

Warmer can help you find a great advisor at EJL Asset Management, LLC or one who fits your needs even better.

EJL Asset Management, LLC is an independent, single‑advisor registered investment adviser that provides discretionary investment supervisory services to individuals and high‑net‑worth individuals. The firm manages portfolios across a broad set of instruments — including mutual funds, equities, fixed income, ETFs, private placements, real estate‑related investments, hedge funds, REITs, and insurance products — and documents each client’s objectives and constraints in an Investment Policy Statement. The firm uses fundamental analysis to construct portfolios and employs both long‑ and short‑term trading strategies, typically operating with discretionary authority and conducting account reviews at least quarterly. Advisory relationships are implemented through individualized Investment Policy Statements, and the sole advisor executes and may block trades across client accounts as part of portfolio management. Distinctive features include the managing member’s involvement with a venture capital fund and the disclosure that advisory clients may be permitted to invest in that fund, which the brochure identifies as a potential conflict of interest. The firm also requires clients to use its recommended custodian and discloses receipt of research or other soft‑dollar benefits from its broker; combined with a small client base and substantial assets under management, these operational choices differentiate it from many peers.

To learn more about the advisors currently working at EJL Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.