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.
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 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.
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.
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.