iEngage Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
iEngage Asset Management provides discretionary portfolio management primarily in the investment manager capacity while also listing individuals, high‑net‑worth individuals, charitable organizations, foundations, and businesses among its client types. Services include creating individualized investment policy statements, ongoing portfolio monitoring and rebalancing, and participant account management for defined contribution plan participants via a third‑party platform.
The firm’s investment approach combines cyclical and fundamental analysis with modern portfolio theory, favoring long‑term trading but permitting tactical short‑ and intermediate‑term adjustments. Portfolios are constructed from mutual funds, ETFs (including precious‑metal ETFs), equities, fixed income, real estate funds/REITs, commodities and non‑U.S. securities, and accounts are reviewed at least quarterly under discretionary authority.
Distinctive aspects include a relatively small discretionary asset base (about $1.5 million) and a single management person operating the firm while offering both institutional‑style participant services and individual client management—an uncommon combination among peers. The firm uses a third‑party platform to manage held‑away participant accounts without obtaining client login credentials, discloses potential receipt of soft‑dollar research benefits, and maintains an account minimum that may be waived.
Client services
Expertise
Fee options
$300,000 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.90%
Account minimum: $250,000 (may be waived)
Main office
300 Carnegie Center, Suite 150
Princeton NJ 08540
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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