Egm Capital, LLC is a large advisory firm based in San Francisco. It manages $115 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California and Texas.
Egm Capital provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Egm Capital, LLC is $115 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -81% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Egm Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Thomas Jackson has been acting as President since 1 Jun 1991. William Ellison Grayson joined the executive team most recently as the President, Secretary, Chief Compliance Officer, Senior Managing Director.
The principal office where Egm Capital, LLC performs its advisory services is located at Two Embarcadero Center, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-782-9600 or by fax 415-782-9694. The normal business hours are 7:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at none.