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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Beacon optima
- Established Date
- 07-07-2017
- Office Locations
- 1
Office Locations
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.
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Client Personas
Investment Themes
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Owner & Executives
EVAN Scott KESSLER
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5032860
- Ownership
- 75% or more
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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
| 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% |