E&E Advisors L.P. (New York)

E&E Advisors L.P. is a large advisory firm based in New York. It manages $776.58 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001.

E&E Advisors provides portfolio management for pooled investment vehicles, selection of other advisers, and fund of funds manager. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

E&E Advisors: assets under management

The assets under management (AUM) of E&E Advisors L.P. is $776.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2313% since the beginning of its operation, and $456.34 million of the total AUM is attributable to clients outside of the United States.

The firm manages $776.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $55.47 million each.

E&E Advisors has custody of $705.5 million in cash and securities for 13 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in pooled investment vehicles the most. They account for 57% of the total AUM. The second-largest asset type is exchange traded securities, which make up 42% of the firm’s portfolio. Investments in cash and cash equivalents form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay E&E Advisors L.P. 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.

What kind of clients E&E Advisors serves?

The only and largest group of clients of E&E Advisors is pooled investment vehicles with 12 clients and $685.79 million of assets under management. Among the 7 most similar advisory firms, E&E Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $685.79 million for 12 clients. 64% of the firm’s clients are foreign persons or businesses.

E&E Advisors also advises several private funds. Namely, six hedge funds, four real estate funds, and two other private funds. The minimum investment commitment required of non-related persons ranges from $500,000 to $1,000,000.

Careers at E&E Advisors L.P.

The company employs 52 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sanford Barry Ehrenkranz	Limited partner	1 Dec 2000	Other	4378463
Amy Gail Bermingham	Limited partner	1 Dec 2000	Other	4378487
Andrew Sommers	Limited partner	1 Dec 2000	Other	4378492
Ehrenkranz Partners L.P.	General partner	1 Dec 2000	Other	134159552
Joel Stanley Ehrenkranz	Limited partner	1 Dec 2000	25% - 50%	4377086
Roger Alan Goldman	Limited partner	1 Dec 2000	Other	4378472
Laurence William Cohen	Limited partner	1 Dec 2000	Other	4378482
E&E Management Advisors Llc	General partner	1 Dec 2000	Other	134159552
E&E Capital Advisors Llc	General partner	1 Dec 2000	Other	134159552
Paul Joseph Jacobello	Chief compliance officer	1 Apr 2002	Other	2653289
John Bick Ehrenkranz	Limited partner	1 Jan 2006	Other	1729136
Debra Marie Wisdom	Chief legal officer	1 Apr 2006	Other	5272757
Patrick James Chapman Shaw	Limited partner	1 Jan 2007	Other	5272763
Tinika Marie Brown	General counsel and chief compliance officer	1 Jan 2008	Other	5512397
Michael L. Palmer	Chief operating officer	1 Apr 2009	Other	2264841
Michael Carl Fierro	Chief financial officer	1 Sep 2010	Other	5903219
Steven William Davidson	Chief operating officer	1 Jan 2011	Other	5903218
Kurt Dudas	Limited partner	1 Jan 2015	Other	5789630
Hannah Weiss Mensch	Limited partner	1 Jan 2015	Other	6445678

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John Bick Ehrenkranz	Member	1 Aug 2004	Other	1729136
Joel Stanley Ehrenkranz	Limited partner	1 May 2013	25% - 50%	4377086
Sanford Barry Ehrenkranz	Limited partner	1 May 2013	Other	4378463
Amy Gail Bermingham	Limited partner	1 May 2013	Other	4378487
Andrew Sommers	Limited partner	1 May 2013	Other	4378492
John Bick Ehrenkranz	Limited partner	1 May 2013	Other	1729136
Patrick James Chapman Shaw	Limited partner	1 May 2013	Other	5272763
Ehrenkranz Partners Gp Llc	General partner	1 May 2013	Other	46-2600241

Based in New York

The principal office where E&E Advisors L.P. performs its advisory services is located at 375 Park Avenue, Suite 2800, New York, NY 10152, 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 212-891-8600 or by fax 212-891-8668. The normal business hours are 9-5:30 on Monday - Friday.