A complete list of active advisors currently associated with Eriksen Capital Management

Warmer can help you find a great advisor at Eriksen Capital Management or one who fits your needs even better.

Eriksen Capital Management is a small, principal-owned registered investment adviser that provides discretionary portfolio management to individual clients and manages a private pooled investment vehicle (Cedar Creek Partners LLC). The firm oversees roughly $43.8 million in discretionary assets and offers separately managed accounts in addition to the private fund. The adviser follows a bottom-up, fundamental value approach aimed at capital appreciation, seeking securities trading below estimated intrinsic value using measures such as liquidation value, book value, or earnings. Portfolios are typically concentrated and combine long-term core holdings with positions selected for near-term catalysts; separately managed accounts can include client-imposed restrictions while the fund is managed as a single pooled entity. What is distinctive about the firm is its role as a private fund manager and its use of performance-based allocations for qualified investors, together with a one-year lockup on fund investments and monthly redemptions thereafter. The firm also discloses active board and management involvement in small public companies, a limited set of custodial arrangements (requiring Interactive Brokers for many accounts), and a recent sub‑advisory relationship to manage assets of another partnership — features that create specific trading restrictions and potential conflicts the firm says it manages and discloses.

To learn more about the advisors currently working at Eriksen Capital Management, 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.