Eab Investment Group, LLC (Philadelphia)

Name: Eab Investment Group, LLC
Address: 1650 Market Street, Philadelphia, PA, 19103
Telephone: 646-583-0032

Eab Investment Group, LLC is an investment adviser to an investment company based in Philadelphia. It manages $72.76 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of New Jersey, New York, and Pennsylvania.

Eab Investment Group provides portfolio management for investment companies, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Eab Investment Group: assets under management

The assets under management (AUM) of Eab Investment Group, LLC is $72.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1371% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $72.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.55 million each.

Investments

The firm invests in derivatives the most. They account for 85% of the total AUM. The second-largest asset type is exchange traded securities, which make up 15% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eab Investment Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Eab Investment Group serves?

The firm provides services to investment companies and other investment advisers. The largest group of clients of Eab Investment Group is investment companies with 2 clients and $53.14 million of assets under management. Among the 5 most similar advisory firms, Eab Investment Group has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $72.76 million for 5 clients. None of the firm’s clients are foreign persons or businesses.

Eab Investment Group doesn't advise any private funds.

Careers at Eab Investment Group, LLC

The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Allan Boll	Cco/member	1 Dec 2010	50% - 75%	4771992
William Joseph Visconto	Member	1 Dec 2012	50% - 75%	2603790
James Walter Ryan	Member	1 Mar 2017	25% - 50%	1658850

Based in Philadelphia

The principal office where Eab Investment Group, LLC performs its advisory services is located at 1650 Market Street, Philadelphia, PA 19103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-583-0032. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at eabinvestmentgroup.com.