Ejf Capital LLC is a large advisory firm based in Arlington. It manages $13.3 billion of regulatory assets for 67 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Texas and Virginia.
Ejf Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and collateral management. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ejf Capital LLC is $13.3 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 10363% since the beginning of its operation, and $12.22 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Ejf Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Ejf Capital is pooled investment vehicles with 39 clients and $11.5 billion of assets under management. Among the 6 most similar advisory firms, Ejf Capital has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $13.19 billion for 63 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 58% of the firm’s clients are foreign persons or businesses.
Ejf Capital also advises several private funds. Namely, six hedge funds, one real estate fund, two other private funds, and twenty one private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $1,000,000.
The company employs 85 people that are either part- or full-time employees. 36 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 23 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Ejf Capital LLC is owned by Nick Huntley Johnson. Ejf Capital Llc joined the executive team most recently as the Owner (Ejf Investments Manager Llc).
The principal office where Ejf Capital LLC performs its advisory services is located at 2107 Wilson Boulevard, Arlington, VA 22201, which is also the mailing address of the firm. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 703-875-8371 or by fax 703-351-7901. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at ejfcap.com.