The EGI FINANCIAL is a privately held investment adviser that advises $505.56mn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. EGI FINANCIAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 108.34% over the last 5-years.
The Group has been registered with the SEC for 8.35 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 50 SOUTH MAIN STREET SUITE 1210, AKRON, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 9 investment and 0 non-investment staff. The total number of Employees increased by 12.5% over the last 5-years.
Their $505.56mn in assets advised are owned by 0 private funds, 3 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $288.9mn or 57.15% of Total Assets and Individuals own $188.89mn or 37.36% of Total Assets.
The Group's top investment strategies include Multi Strat, Long/Short Equity and FI/Credit - Diverse, representing 76.85%, 23.15% and 0% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 2 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 3 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
EGI FINANCIAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.