Eai Partners LP (Norwalk)

Name: Eai Partners LP
Address: 200 Connecticut Avenue, Norwalk, CT, 06854
Telephone: 203-855-2200

Eai Partners LP is a large advisory firm based in Norwalk. It manages $1.44 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut and New York.

Eai Partners provides portfolio management for pooled investment vehicles and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Eai Partners: assets under management

The assets under management (AUM) of Eai Partners LP is $1.44 billion. The firm's AUM has gone down by -53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $704.65 million in discretionary accounts and $732.86 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $140.93 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $732.86 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Eai Partners LP for their services and products based on a percentage of assets under management. 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.

Careers at Eai Partners LP

William Christopher Crerend has been acting as President since 1 Apr 2001. Frank Edward Walsh joined the executive team most recently as the Director Of General Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Evaluation Associates Holding Corporation	General partner	1 Mar 1991	Other	06-1314869
William Joseph Crerend	Limited partner	1 Mar 1991	Other	2213456
William Frederick Brock	Limited partner	1 Mar 1991	Other	31102
Robert Allen Jaeger	Limited partner	1 Mar 1991	Other	1628045
Lawrence Romuald Zielinski	Exec. vice president	1 Mar 1991	Other	803292
Elke Bartel	Senior vice president	1 Mar 1991	Other	2329677
Charles M. Monroe	Senior vice president	1 Mar 1991	Other	4345438
Ellen Hope Petrino	Senior vice president	1 Mar 1991	Other	4345447
E.B. Family Trust	Limited partner	1 Mar 1991	Other	22-6455397
E.B. Ross Family Trust	Limited partner	1 Mar 1991	Other	22-6455397
Eacm Holding Corporation (Formerly Evaluation Associates Holding Corp)	General partner	1 Mar 1991	Other	06-1314869
Jeffrey Richard Walsh	Director of general partner	1 Jun 1991	Other	2213460
Phillip Nicholas Maisano	Director of general partner	1 Jun 1991	Other	317558
John Biggers Gardiner	Senior vice president	1 Dec 1991	Other	217637
Linda F. Schlissel	Senior vice president	1 Feb 1992	Other	4345453
Keith Leslie Stransky	Senior vice president	1 Nov 1992	Other	2074953
Inc. Van Beuren Management	Limited partner	1 May 1993	Other	22-3081989
Phillip Nicholas Maisano	Chief executive officer	1 Feb 1994	Other	317558
Frederick F Schaefer	Senior vice president	1 Feb 1994	Other	2026951
William Christopher Crerend	Senior vice president	1 Jun 1994	Other	2489296
Kurt Thomas Borowsky	Director of general partner	1 Apr 1997	Other	2213461
Frank Edward Walsh	Director of general partner	1 Apr 1997	Other	1930504
James Leonard Chandler	Senior vice president	1 Jan 1998	Other	1087694
Tracey Dynene Hayes	Senior vice president	1 Apr 1999	Other	2026953
Andrew Raymond Mylott	Counsel	1 Sep 1999	Other	4181848
Eugene James Murphy	Senior vice president	1 Apr 2000	Other	1957531
William Christopher Crerend	Director	1 Apr 2001	Other	2489296
Andrew Raymond Mylott	Assistant secretary	1 Oct 2001	Other	4181848
Frank Edward Walsh	Director of general partner	1 Oct 2002	Other	1930504

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Richard Walsh	Shareholder	1 Mar 1991	50% - 75%	2213460
Phillip Nicholas Maisano	Shareholder	1 Mar 1991	25% - 50%	317558
Amory Leland Ross	Trustee	1 Mar 1991	Other	1265633
Linda Marie D'addario	Trustee	1 Aug 1992	Other	4344291
Kurt Thomas Borowsky	Shareholder	1 May 1993	50% - 75%	2213461
David Joseph Roy	Shareholder	1 May 1993	50% - 75%	4344439

Based in Norwalk

The principal office where Eai Partners LP performs its advisory services is located at 200 Connecticut Avenue, Norwalk, CT 06854, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-855-2200 or by fax 203-855-2359. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.eval-assoc.com.