A complete list of active advisors currently associated with Erlang101 Capital Management LLC

Warmer can help you find a great advisor at Erlang101 Capital Management LLC or one who fits your needs even better.

Erlang101 Capital Management provides customized, discretionary investment management primarily for high‑net‑worth individuals who meet a stated net‑worth threshold. The firm manages portfolios using equities, ETFs, bonds, no‑load mutual funds and derivatives, and delivers regular written portfolio reports alongside custodian statements. The investment process combines fundamental research, technical analysis and global macro studies with traditional security analysis and proprietary methodologies to identify under‑ or over‑valued securities and clear trends. Holdings and holding periods are determined by company financial stability, market conditions and client objectives, with the firm exercising trading discretion under client agreements. Noteworthy features include a relatively small asset base and the availability of performance‑based fees for accredited investors subject to a positive‑return hurdle, in addition to its asset‑based, fee‑only arrangements. The principal holds a Ph.D. in financial risk management and brings academic and actuarial experience plus state insurance licensure, and the firm reports that it maintains strict trading guidelines and avoids commission‑based compensation.

To learn more about the advisors currently working at Erlang101 Capital 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.