Investment adviser · CRD 148989
ESSEX ASSET MANAGEMENT LLC
Investment adviser filing (IA)
VERO BEACH, FL, United States · Form ADV filed Jun 25, 2020
- Regulatory AUM
- $103M Form ADV · Item 5.F
- Client accounts
- 105 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 26 | $100,328,601 | 97.2% |
| Individuals | 14 | $2,883,996 | 2.8% |
| Charities | Fewer than 5 | $1 | 0.0% |
Filing source
Form ADV 1437304 · Jun 25, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 25, 2020. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
819 BEACHLAND BLVD.VERO BEACH, FL, 32963, United States
CRD 148989
Filing source
Form ADV 1437304 · Jun 25, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.