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Request a Free TrialFirm Details
- Custodian
- Axos ยท RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-20-1984
- Office Locations
- 31
Office Locations
About Aegis Capital Corp.
Aegis Capital Corp. (est. 1984) provides wealth management for individuals, including retirement planning, insurance, and tailored investment solutions, alongside institutional sales & trading, fixed income, and equity research. Its investment banking team delivers equity/debt financing and private equity/venture capital advisory (SternAegis Ventures), and sponsors special-situations SPVs targeting mid/late-stage pre-IPO tech and services issuers. The firm has processed $50B+ in capital markets transactions.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT JAY EIDE
Chief Executive Officer, CLO, DIRECTOR, Secretary
- CRD
- #1015261
- Ownership
- Less than 5%
ROBERT STEVEN FEINMAN
Chief Compliance Officer, Compliance Officer
- CRD
- #205708
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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John W Allen
Associate
- CRD
- #7158617
Karsten Stephen Appel
--
- CRD
- #7964027
Showing 2 of 223 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,784,803 | $93,332 |
| Non-Discretionary | $1,652,817,787 | $573,696 |
| Total | $1,777,602,590 | $421,433 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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