$889.0M Total AUM
$889.0M Disc. AUM
15.8% 3Y CAGR
1 Employees
102 ADV. Clients
13 yrs Firm Age
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- Custodian
- Goldman Sachs · Morgan Stanley · Raymond James
- Clients
- Retail
- Platforms
- Optima
- Established Date
- 07-05-2013
- Office Locations
- 1
Office Locations
9595 SIX Pines Dr. Suite 8210 THE Woodlands TX
About Erguz, LLC
Erguz LLC is an independent, fee-based investment manager serving high-net-worth clients with customized, value-driven global multi-asset portfolios. The firm focuses on capital allocation across equities and fixed income, with significant use of ETFs, and provides ongoing advisory and portfolio construction support. Custody relationships include Morgan Stanley.
Team overview
-- AVG AGE
$889.0M AVG AUM / ADVISOR
$8.7M AVG AUM / CLIENT
13 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Glacier Crest Eagle crest
Client Personas
Catalyst momentum
Custodian
Capital Matrix
Investment Themes
Frontier Harbor unison Unison insight Summit wave
Investment Vehicles
Frontier radial
Services
Summit North matrix Catalyst harbor Ember
Technology
Eagle pioneer
Owner & Executives
J
JAVIER GUZMAN ORTIZ
Chief Compliance Officer, Managing Member
- CRD
- #6202592
- Ownership
- 75% or more
(722) 766-9845
horizon.pathway@momentumcapital.com
in linkedin.com/in/foundation-matrix
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $889,000,000 | $5,591,195 |
| Non-Discretionary | $0 | -- |
| Total | $889,000,000 | $5,591,195 |
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Separately Managed Accounts
Total SMA Asset: $889,000,000
Equity - Exchange:
10.6% Sovereign Bonds:
16.1% Corporate - Investment Grade:
23.8% Equity - OTC:
21.6% Cash:
11.7% Corporate - Non-Investment Grade:
16.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $113,356,101 | 10.6% |
| Sovereign Bonds | $172,172,946 | 16.1% |
| Corporate - Investment Grade | $254,516,528 | 23.8% |
| Equity - OTC | $230,989,790 | 21.6% |
| Cash | $125,119,470 | 11.7% |
| Corporate - Non-Investment Grade | $173,242,343 | 16.2% |
| Total | $1,069,397,178 | 100.0% |