PPrivate Fund Data Log in Join · $37/mo

Clemson-Eps Advisors, LLC

CRD 153101SEC# 801-114128Seneca, SC
Export (members)
No longer SEC-registered. Clemson-Eps Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$192.8M
Employees
3
Accounts
824
Location
Seneca, SC

Clemson-Eps Advisors, LLC assets under management

Clemson-Eps Advisors, LLC is an investment advisory firm registered with the SEC based in Seneca, SC. It reports $192.8 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Clemson-Eps Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jan Sture Fredman ControlManaging Member50-75%2009
Lori Melissa Talley-Kelley ControlChief Compliance Officer25-50%2019

Frequently asked questions

How much does Clemson-Eps Advisors, LLC manage?

Clemson-Eps Advisors, LLC reports $192.8 million in regulatory assets under management on its Form ADV.

How many employees does Clemson-Eps Advisors, LLC have?

Clemson-Eps Advisors, LLC reports 3 employees.

Where is Clemson-Eps Advisors, LLC located?

Clemson-Eps Advisors, LLC is based in Seneca, SC.

Does Clemson-Eps Advisors, LLC disclose fund performance?

Clemson-Eps Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10704 Clemson Boulevard, Seneca, SC 29678
Office hours9 a.m. - 4 p.m. Est
Discloses disciplinary historyNo

Assets under management

Discretionary$192.8M
Non-discretionary$0
Total (RAUM)$192.8M