EAB INVESTMENT GROUP, LLC
Adviser information for EAB INVESTMENT GROUP, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $136.1M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $136.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $136.1M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companies |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
1650 MARKET STREET36TH FLOOR
PHILADELPHIA
PA
United States
Monday - Friday, 9:00-5:00
Tel: 646-583-0032, Fax: None
Chief Compliance Officer
WILLIAM VISCONTO
MANAGING MEMBER
1650 MARKET STREET
36TH FLOOR
PHILADELPHIA
PA
United States
Tel:
646-583-0032
B********@*********************M
(Full email address available in API data)
Industry Affiliates
| EASTERLY EAB RISK SOLUTIONS LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BOLL, EDWARD, ALLAN | Individual | – | NON-EXECUTIVE CHAIRMAN | 11/2022 | 25-50% |
| VISCONTO, WILLIAM, JOSEPH | Individual | – | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | 11/2022 | 25-50% |
| Ryan, James, W | Individual | – | PRESIDENT | 11/2022 | 25-50% |