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ESM MANAGEMENT LLC
CRD 150142 · SEC 801-70456
MA, United States
Phone
646-927-6089
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.39B
Discretionary AUM
$1.39B
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $1.29B |
| Pooled investment vehicles | 1 | $255K |
| Other investment advisers | 2 | $48.4M |
States served
MA
All web addresses on file
Official SEC filing: View on IAPD