AdvisorOS Directory
Claim Profile
AE

Adam Drew Egelberg

GLENVILLE CAPITAL MANAGEMENT, LLC·SCARSDALE, New York
Unclaimed Profile
2 SPENCER PLACE, SCARSDALE, NY 10583CRD# 2875214Firm CRD# 143872
01

About

Adam Drew Egelberg is a registered financial advisor based in SCARSDALE, New York, affiliated with GLENVILLE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
GLENVILLE CAPITAL MANAGEMENT, LLC
GLENVILLE CAPITAL MANAGEMENT, LLC
AUM
$31M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at GLENVILLE CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2875214
Firm CRD# 143872
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SCARSDALE?

Browse all registered financial advisors in SCARSDALE, New York or claim this profile if it's yours.

Browse SCARSDALE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Adam Drew Egelberg offer?
Adam Drew Egelberg specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SCARSDALE, New York for a consultation.
What are Adam Drew Egelberg's credentials?
Adam Drew Egelberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Drew Egelberg located?
Adam Drew Egelberg is based in SCARSDALE, New York, working with GLENVILLE CAPITAL MANAGEMENT, LLC. Their office serves clients in the SCARSDALE metropolitan area and surrounding communities.
How does Adam Drew Egelberg charge for services?
Adam Drew Egelberg's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLENVILLE CAPITAL MANAGEMENT, LLC?
GLENVILLE CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SCARSDALE
Norman Stanton Schleifer — DUNHAM LANE CAPITAL PARTNERS LLCSteven Major — CORSAIR CAPITAL MANAGEMENT, L.P.Jay Richard Petschek — CORSAIR CAPITAL MANAGEMENT, L.P.Steven Kenneth Copulsky — PRIMA CAPITAL ADVISORS LLCEric Chaiyei Lin — MMA PAN ASIA FUND 1 MANAGEMENT LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile