Egis Capital Partners LP
Flat / fixed fees in Summit, NJ
SEC registeredNo commissions reported
Public-record details
- Address
- 35 Beechwood Rd, Suite 2a, Summit, NJ 07901
- Phone
- (973) 994-0606
- Listed under
- Flat / fixed fees, % of assets managed
- CRD number
- 306123
- Registration
- SEC registered since 2026-07-20
- Compensation (Form ADV 5.E)
- Percentage of assets under management; Fixed fees; Performance-based fees
- Commissions
- None reported (Form ADV Item 5.E)
- Regulatory assets under management
- $160.8 million
- Accounts managed
- 5
- Clients reported (Form ADV 5.D)
- 5
- Employees
- 4
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-07-13
Read the official record
- SEC IAPD summary for CRD 306123 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
Other advisers in Summit
Beacon Hill Private Wealth LLCState registeredNo commissions reportedBianco Wealth Advisors LLCState registeredNo commissions reportedCircle Wealth Management, LLCSEC registeredNo commissions reportedGrand Life Financial LLCState registeredNo commissions reportedGulfstream Cm, LLCSEC registeredNo commissions reportedPulver Capital Management LLCState registeredNo commissions reportedRsw InvestmentsSEC registeredNo commissions reportedSeabridge Investment Advisors LLCSEC registeredNo commissions reported