Eklektikos Capital Management, LP is a large advisory firm based in Austin. It manages $28.58 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.
Eklektikos Capital Management provides portfolio management for pooled investment vehicles and market timing services. 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 Eklektikos Capital Management, LP is $28.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 12% 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 Eklektikos Capital Management, LP 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.
James David Stoker has served as the Chief Investment Officer since 1 Jun 2005. Lindsay Vandevev Rogers joined the executive team most recently as the Chief Operating Officer/Chief Compliance Officer.
The principal office where Eklektikos Capital Management, LP performs its advisory services is located at 100 Congress Avenue, Austin, TX 78701, 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 512-493-3500 or by fax 512-493-3501. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday.