Overview
Assets Under Management: $4.8 billion
Headquarters: PITTSFORD, NY
High-Net-Worth Clients: 331
Average Client Assets: $6.1 million
Frequently Asked Questions
ESL NEWCO I, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #339091), ESL NEWCO I, LLC is subject to fiduciary duty under federal law.
ESL NEWCO I, LLC is headquartered in PITTSFORD, NY.
ESL NEWCO I, LLC serves 331 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, ESL NEWCO I, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
ESL NEWCO I, LLC manages $4.8 billion in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, ESL NEWCO I, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 331
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.67%
Average Client Assets: $6.1 million
Total Client Accounts: 1,662
Discretionary Accounts: 1,662
Regulatory Filings
CRD Number: 339091
Filing ID: 2062066
Last Filing Date: 2026-02-27 14:42:41