ELCO Management Company (EMC) is a registered investment advisor that manages investments for two investment limited partnerships (funds) and separately managed accounts (SMAs). EMC contracts with sub-advisors for some SMAs, focusing on financial services, life sciences, water opportunities, and infrastructure income. EMC also manages SMAs that do not concentrate in these industries. EMC offers a wrap fee program that includes brokerage commissions and advisory fees.
Assets Under Management$250M
Clients199
Advisors6
Avg. per Client$1.3M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
ELCO Management Company charges a percentage of the value of your investments on a quarterly basis.
- ELCO Select Fund, L.P. and SMAs: 1.50% per year
- Non-Financial SMAs (NFSMAs): 0.20% - 1.60% per year
For accounts under $100,000, EMC charges a fixed annual fee between $50 and $500, but it will never exceed 3.00% of the account value. These fees are negotiable.
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