A complete list of active advisors currently associated with ELCO Management Company, LLC

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

ELCO Management Company serves both pooled-vehicle investors through its ELCO Select Fund, L.P. and individual and high‑net‑worth clients through a range of separately managed account programs (including financial services, life sciences, water, infrastructure and non‑sector SMAs), and acts as adviser to a private fund while also sponsoring a wrap fee program. The firm provides discretionary portfolio management across these vehicles and programs and shares management responsibilities with several sub‑advisors for sector‑focused SMAs. The firm’s flagship pooled vehicle pursues a long/short, energy‑centric strategy focused on sub‑sectors such as oil services, exploration and production, MLPs, energy infrastructure and related technologies, and it uses fundamental, technical, charting and cyclical analysis in portfolio construction. EMC’s strategies may employ options, short sales and margin or other leverage, and certain SMAs are managed with delegated discretion to sub‑advisors who receive shared advisory fees. Notable deviations from many peers include acting as adviser to a private pooled fund and accepting performance‑based compensation for the fund and several SMA strategies (with investor eligibility structured to comply with SEC rules), advertising performance results for applicable strategies, and maintaining procedures that permit participation in IPOs for selected programs; the firm also discloses use of derivatives and borrowing in separately managed accounts, practices that are uncommon among similar team advisers.

To learn more about the advisors currently working at ELCO Management Company, 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.