Edgar Ortiz is a registered investment advisor at Exos Asset Management LLC, based in New York, NY, with 4 years of industry experience. Edgar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $1.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Exos Asset Management's fees vary by client and are negotiable. The firm receives a management or advisory fee, typically calculated based on the net asset value or assets under management. Some private funds may be charged an incentive distribution based on net profits. The firm also manages separately managed accounts (SMAs) and generally charges an annual management fee based on the average value of the SMA's gross assets, and/or a performance fee based on the SMA's performance. Fees may differ among investors in the same private fund.
Location
35 W 35th Street, Fifth Floor, New York, NY, 10001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edgar works as an analyst for Exos Asset Management and Exos Securities, both a registered investment advisor and broker-dealer, since 2021. He spends about half his time at each entity.
Employment History
Current Registrations
Exos Asset Management LLC
Exos Securities LLCBroker
Previous Registrations
Exos Asset Management LLC
Exos Asset Management LLC
Exos Asset Management LLC
State Registrations1 state
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