Egsi Investment Management, Inc.
CRD 171488SEC# 801-136784Dublin, OH
No longer SEC-registered. Egsi Investment Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$144.7M
Employees
2
Accounts
798
Location
Dublin, OH
Egsi Investment Management, Inc. assets under management
Egsi Investment Management, Inc. is an SEC-registered investment adviser based in Dublin, OH. It reports $144.7 million in regulatory assets under management and employs 2 people.
Egsi Investment Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Gerard Siddell Control | Owner | Over 75% | 2014 |
| Leanne Siddell | Chief Compliance Officer And Operational Manager | Under 5% | 2026 |
Frequently asked questions
How much does Egsi Investment Management, Inc. manage?
Egsi Investment Management, Inc. reports $144.7 million in regulatory assets under management on its Form ADV.
How many employees does Egsi Investment Management, Inc. have?
Egsi Investment Management, Inc. reports 2 employees.
Where is Egsi Investment Management, Inc. located?
Egsi Investment Management, Inc. is based in Dublin, OH.
Does Egsi Investment Management, Inc. disclose fund performance?
Egsi Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5100 Parkcenter Ave, Suite 120, Dublin, OH 43017 |
| Office hours | 9-5 |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$144.7Mregulatory AUM
Discretionary $102.1MNon-discretionary $42.6M