Eigenvector Capital LLC (New York)


Eigenvector Capital LLC is an adviser based in New York. It manages $15.77 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2014.

Eigenvector Capital provides portfolio manager to family offices and high net worth individuals. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Eigenvector Capital: assets under management

The assets under management (AUM) of Eigenvector Capital LLC is $15.77 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $15.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.26 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eigenvector Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Eigenvector Capital LLC

Nathan B. Rex has served as the Chief Investment Officer since 1 Mar 2014 and Sean Wesley Ballard is the Chief Executive Officer of Eigenvector Capital LLC family office. Keith Michael Danko joined the executive team most recently as the Senior Advisor.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Sean Wesley Ballard Chief executive officer/chief compliance officer 1 Mar 2014 25% - 50% 4757592
Nathan B. Rex Chief investment officer 1 Mar 2014 50% - 75% 5511500
Keith Michael Danko Senior advisor 1 Mar 2014 Other 1655235
Alexander Troy Senior advisor 1 Mar 2014 Other 1936764

Based in New York

The principal office where Eigenvector Capital LLC performs its advisory services is located at 601 Lexington Avenue, New York, NY 10022 The mailing address of the firm is 263 Tresser Boulevard, Stamford, CT 06901. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 718-406-7660 or by fax 650-554-4811. The normal business hours are 8am - 6pm on Monday - Friday. You can find more information about the New York firm at eigenvectorcap.com.