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ESK Capital Management Inc.

ESK Capital Management Inc.. CRD 151946

ESK Capital Management Inc. logo

CRD: 151946

ESK Capital Management Inc.

Great Neck, NY
6467653264
$4.1M Total AUM
$4.1M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Beacon optima
Established Date
07-07-2017
Office Locations
1

Office Locations

-- Great Neck NY

About ESK Capital Management Inc.

Esk Capital is a micro investment firm focused on residential/commercial property and business development, with portfolios that also include angel and public-market investing. The firm provides capital structuring, property development consulting, and project management, and is active across development projects and property management contracts. Public filings show a retail RIA footprint with Schwab custody and ETF-heavy managed accounts.

Team overview

-- AVG AGE
$4.1M AVG AUM / ADVISOR
$291.2K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

Insights

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Client Personas

Eagle

Investment Themes

Crest harbor

Services

Beacon harbor Peak glacier Pathway Delta Legacy beacon

Technology

Zenith glacier

Owner & Executives

E

EVAN Scott KESSLER

Chief Compliance Officer, Chief Executive Officer

CRD
#5032860
Ownership
75% or more
(490) 641-4201
horizon.alpha@catalystcapital.com
in linkedin.com/in/fusion-beacon

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $4,076,403 --
Non-Discretionary $0 --
Total $4,076,403 --

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Separately Managed Accounts

Total SMA Asset: $4,076,403

$4.1M Total SMA
Equity - Exchange:
21.9%
U.S. Government/Agency:
24.7%
Cash:
53.4%
Asset class Assets Assets %
Equity - Exchange $1,387,117,951 21.9%
U.S. Government/Agency $1,564,466,365 24.7%
Cash $3,382,287,608 53.4%
Total $6,333,871,924 100.0%

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