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Egsi Investment Management, Inc.

CRD 171488SEC# 801-136784Dublin, OH
Export (members)
No longer SEC-registered. Egsi Investment Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$144.7M
Employees
2
Accounts
798
Location
Dublin, OH

Egsi Investment Management, Inc. assets under management

Egsi Investment Management, Inc. is an SEC-registered investment adviser based in Dublin, OH. It reports $144.7 million in regulatory assets under management and employs 2 people.

Egsi Investment Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Edward Gerard Siddell ControlOwnerOver 75%2014
Leanne SiddellChief Compliance Officer And Operational ManagerUnder 5%2026

Frequently asked questions

How much does Egsi Investment Management, Inc. manage?

Egsi Investment Management, Inc. reports $144.7 million in regulatory assets under management on its Form ADV.

How many employees does Egsi Investment Management, Inc. have?

Egsi Investment Management, Inc. reports 2 employees.

Where is Egsi Investment Management, Inc. located?

Egsi Investment Management, Inc. is based in Dublin, OH.

Does Egsi Investment Management, Inc. disclose fund performance?

Egsi Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5100 Parkcenter Ave, Suite 120, Dublin, OH 43017
Office hours9-5
Discloses disciplinary historyNo

Assets under management

Discretionary$102.1M
Non-discretionary$42.6M
Total (RAUM)$144.7M