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Eltekon Advisors LLC
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CRD # | 115371 |
SEC # | 801-123415 |
CIK # | |
AUM | $200.0 MM (2024-02-05) |
Employees | 6 (83% Investors, 0% Brokers) |
Phone | 512-477-3200 |
Address | 3839 Bee Caves Rd West Lake Hills, TX 78746 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 280 | 117.0 |
(b) Individuals (high net worth individuals) | 34 | 76.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 1 | 4.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 5 | 3.0 |
(n) Other | 0 | 0.0 |
Total | 600 | 200.0 |
By Discretionary | ||
Discretionary | 100 | 135.0 |
Non-Discretionary | 500 | 65.0 |
Total | 600 | 200.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.1 | |
United States Persons | 199.9 | |
Total | 600 | 200.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Banyan Capital Management Inc
✚
|
GA | 0.2 |
Great Northern Asset Management LLC
✚
|
WA | 0.2 |
True Vision MN LLC
✚
|
MN | 0.2 |
Firstrust LLC
✚
|
FL | 0.2 |
IFS Group LLC
✚
|
PA | 0.2 |
Union Heritage Capital
✚
|
MI | 0.2 |
Constitution Capital LLC
✚
|
CT | 0.2 |
The Aranda Group Advisors LLC
✚
|
PA | 0.2 |
Wolman Wealth Management Inc
✚
|
CA | 0.2 |
Schlindwein Associates LLC
✚
|
TX | 0.2 |