Euclidean Technologies Management, LLC (Seattle)
Euclidean Technologies Management, LLC is a large advisory firm based in Seattle. It manages $103.43 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of New York and Washington.
Euclidean Technologies Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Euclidean Technologies Management: assets under management
The assets under management (AUM) of Euclidean Technologies Management, LLC is $103.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Euclidean Technologies Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Euclidean Technologies Management serves?
The only and largest group of clients of Euclidean Technologies Management is pooled investment vehicles with 2 clients and $103.43 million of assets under management. Among the 6 most similar advisory firms, Euclidean Technologies Management has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $103.43 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
Euclidean Technologies Management also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
Careers at Euclidean Technologies Management, LLC
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone 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.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 2 indirect owners.Based in Seattle
The principal office where Euclidean Technologies Management, LLC performs its advisory services is located at 800 5 Th Avenue, Seattle, WA 98104, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 206-839-8586. The normal business hours are 9am -5pm on Monday - Friday. You can find more information about the New York firm at euclidean.com.
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