|
⚲
|
| EBH Capital Management LLC
✚
|
|
|---|---|
| CRD # | 316095 |
| SEC # | 801-135440 |
| CIK # | |
| AUM | $192.6 M (2026-03-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 212-537-3877 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 1.2 |
| (b) Individuals (high net worth individuals) | 19 | 191.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 4 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 74 | 192.6 |
| By Discretionary | ||
| Discretionary | 74 | 192.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 74 | 192.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 191.4 | |
| Total | 74 | 192.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Glenwood Investment Group LLC
✚
|
NH | 0.2 |
|
Barron Financial Group LLP
✚
|
CT | 0.2 |
|
Welch Financial Planning LLC
✚
|
CO | 0.2 |
|
RMDR Advisors Inc
✚
|
0.2 | |
|
Del-Sette Capital Management LLC
✚
|
NY | 0.2 |
|
Signet Private Wealth LLC
✚
|
IL | 0.2 |
|
Financial Independence Advisors LLC
✚
|
FL | 0.2 |
|
KRS Capital Management LLC
✚
|
MI | 0.2 |
|
Journey Retirement Planning and Investment Management LLC
✚
|
ID | 0.2 |
|
Diamond Client Group LLC
✚
|
TX | 0.2 |