Eam Partners LLC is a large advisory firm based in San Francisco. It manages $121.49 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Eam Partners provides 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 Eam Partners LLC is $121.49 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -48% 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 Eam Partners 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.
Roderick Robert Berry has been acting as President since 1 Jun 2000. Inc. Aic Usa joined the executive team most recently as the Shareholder.
The principal office where Eam Partners LLC performs its advisory services is located at 100 Pine St, Suite 420, 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 415-274-2460 or by fax 415-274-2461. The normal business hours are 7:30a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.eaminvest.com.