CRD: 157504
EJL Asset Management, LLC
Bethesda, MD
2405051090
$94.7M Total AUM
$94.7M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-24-2011
- Office Locations
- 1
Office Locations
-- Bethesda MD
About EJL Asset Management, LLC
EJL Asset Management, LLC is a Bethesda-based RIA. The firm has been operating for 15 years. Managing $94.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$94.7M AVG AUM / ADVISOR
$5.0M AVG AUM / CLIENT
15.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Beacon Oak Alpha Capital insight
Investment Themes
Pioneer ember Meridian
Investment Vehicles
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Services
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Owner & Executives
E
EDWARD JOHN LAZEROW
Chief Compliance Officer, Managing Member
- CRD
- #4030027
- Ownership
- 75% or more
(911) 735-1260
signal.unison@wavecapital.com
in linkedin.com/in/crest-delta
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,683,929 | $2,781,673 |
| Non-Discretionary | $0 | -- |
| Total | $94,683,929 | $2,781,673 |
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Separately Managed Accounts
Total SMA Asset: $94,683,929
Equity - Exchange:
6.3% Cash:
9.0% Public Funds:
6.2% U.S. Government/Agency:
27.5% Private Funds:
19.1% Corporate - Investment Grade:
31.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $100,611,363 | 6.3% |
| Cash | $143,730,518 | 9.0% |
| Public Funds | $99,014,357 | 6.2% |
| U.S. Government/Agency | $439,176,583 | 27.5% |
| Private Funds | $305,028,099 | 19.1% |
| Corporate - Investment Grade | $509,444,836 | 31.9% |
| Total | $1,597,005,756 | 100.0% |