East Lodge Capital Partners LLP Account Type

East Lodge Capital Partners LLP offers a variety of account types tailored to different client needs, primarily focusing on asset-based lending and structured credit opportunities. The firm manages approximately $1.4 billion in assets under management (AUM) and serves a diverse client base, including institutional investors and family offices. The accounts can be categorized as follows:

• Discretionary Accounts:
• Total AUM: $1,393.6 million
• Number of Accounts: 4
• These accounts allow the firm to make investment decisions on behalf of the clients.
• Non-Discretionary Accounts:
• Total AUM: $23.1 million
• Number of Accounts: 6
• Clients retain control over investment decisions, while the firm provides advice and recommendations.
• Client Type Breakdown:
• Pooled Investment Vehicles: 8 accounts, totaling $1,401.4 million.
• Charitable Organizations: 1 account, totaling $5.1 million.
• State or Municipal Government Entities: 1 account, totaling $10.1 million.

East Lodge Capital Partners LLP Broker Account Opening Process

Opening a brokerage account with East Lodge Capital Partners LLP involves several straightforward steps:

• Choose Account Type: Decide between discretionary and non-discretionary accounts based on your investment preferences.

• Gather Required Information:

• Full name
• Address
• Social Security Number (or Taxpayer Identification Number)
• Employment details
• Financial information including annual income and net worth.
• Application Submission:
• Complete the application form, which can typically be done online or in person.
• Provide necessary documentation for identity verification.
• Funding the Account:
• Transfer funds electronically from a bank account, or send a check to fund the brokerage account.
• Investment Selection:
• Once the account is funded, clients can choose their investments based on their risk tolerance and financial goals.
• Account Management:
• Regularly monitor the account performance and make adjustments as necessary, guided by the firm's investment strategies.

By following these steps, clients can successfully open and manage their brokerage accounts with East Lodge Capital Partners LLP.