Empiric Institutional, LLC
● SEC registered since 2013CRD 164683SEC# 801-77974Austin, TX
Reg. AUM
$9.9M
Employees
4
Accounts
12
Location
Austin, TX
About Empiric Institutional
Empiric Institutional specializes in quantitative and fundamental public equity strategies for clients seeking long-term alpha globally. It builds diversified quantitative portfolios alongside concentrated fundamental strategies.
Summary based on the firm’s website.
Empiric Institutional, LLC assets under management
Empiric Institutional, LLC is a registered investment adviser overseen by the SEC based in Austin, TX. The firm has been registered since 2013. It reports $9.9 million in regulatory assets under management and employs 4 people.
Empiric Institutional, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eswar C Menon Control | Partner, Cio Fundamentals | 10-25% | 2024 |
| Gabriel Jason Rodriguez Control | Managing Director, Chief Compliance Officer | 50-75% | 2012 |
| Long Champ Limited Partners Control | Member | 10-25% | 2012 |
| Loren Mark Coffelt Control | Partner | 25-50% | 1997 |
| Mark Allen Coffelt Control | Partner | — | 1997 |
| Nicholas James Coffelt Control | Partner | 25-50% | 1997 |
Frequently asked questions
How much does Empiric Institutional, LLC manage?
Empiric Institutional, LLC reports $9.9 million in regulatory assets under management on its Form ADV.
How many employees does Empiric Institutional, LLC have?
Empiric Institutional, LLC reports 4 employees.
Where is Empiric Institutional, LLC located?
Empiric Institutional, LLC is based in Austin, TX and has been SEC-registered since 2013.
Does Empiric Institutional, LLC disclose fund performance?
Empiric Institutional, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 N Capital of Texas Hwy, Building 8, Suite 110, Austin, TX 78746 |
| Phone | 512-583-0160 |
| Fax | 512-328-9809 |
| Office hours | 8:30a.m.-4:30p.m. Cst |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$9.9M▲ 21%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,369 advisers
EmployeesTop 69%
More than 31% of 16,804 advisers
Assets under management
$9.9Mregulatory AUM
Discretionary $9.9M