Updated:
EAB Investment Group
EAB Investment Group was founded by Ed Boll, who previously co-founded DC Trading Partners in 2005 and spent over a decade at TFM Investment Group.
EAB Investment Group
EAB Investment Group was founded by Ed Boll, who previously co-founded DC Trading Partners in 2005 and spent over a decade at TFM Investment Group. The firm is headquartered in Bala Cynwyd, Pennsylvania, and operates as an SEC-registered investment adviser focused on derivatives strategies for institutional clients including RIAs, hedge funds and family offices. The firm specializes in hedged equity strategies using options, futures and other derivatives to manage market volatility. Its approach combines systematic risk management with event-driven and volatility arbitrage techniques. The four-member investment team — Ed Boll, Jim Ryan, Bill Visconto and Arnim Holzer — collectively hold over 140 years of industry experience across multiple exchanges and trading firms. EAB also operates a consulting business that provides strategic hedging and alpha-generation guidance to hedge funds, family offices and RIAs. Jim Ryan leads the firm's quantitative research efforts. The firm does not disclose AUM and no recent operational events from the last 24 months are publicly available. The firm's structural differentiator is its exclusive focus on derivatives-based risk management for institutional and family-office clients — a narrow mandate compared to multi-asset family offices. Its principals have built trading systems for volatility correlation, dispersion, event trading and ETF arbitrage, giving the firm a deep bench in niche options strategies.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Bala Cynwyd
Corporate office
150 Monument Road, Suite 207, Bala Cynwyd, PA 19004, United States
Principals
Ed Boll
Founder, Non-Executive Chairman
Jim Ryan
President, Portfolio Manager
Bill Visconto
Chief Operating Officer, Portfolio Manager
Arnim Holzer
Global Macro Strategist, Client Portfolio Manager
Sector focus
Frequently asked questions
Who runs investment decisions at EAB Investment Group?
Investment decisions are shared among three portfolio managers: Jim Ryan, Bill Visconto, and Arnim Holzer. Jim Ryan serves as President and Portfolio Manager, leading quantitative research. Bill Visconto is COO and Portfolio Manager, with a background in volatility arbitrage at McGowan Investors and Volare Capital. Arnim Holzer is Global Macro Strategist and Client Portfolio Manager, previously a CIO and strategist at Deutsche Asset Management. Founder Ed Boll is Non-Executive Chairman and no longer involved in day-to-day portfolio management (per firm website).
How does EAB Investment Group source deal flow?
EAB does not source deal flow in the traditional private-equity sense. The firm executes proprietary derivatives and hedging strategies, primarily via exchange-traded options and futures. Its consulting business generates client relationships with hedge funds, family offices and RIAs seeking strategic hedging advice (per firm website).
Is EAB structured as a family office or a traditional asset manager?
EAB Investment Group is structured as an SEC-registered investment adviser, not a family office. It operates like a specialized asset manager focusing on derivatives strategies for external clients, including RIAs, hedge funds and family offices. The firm lists Bala Cynwyd, Pennsylvania as its sole office (per firm website).
Does EAB participate in fund commitments or only direct trading?
EAB manages separate accounts and advises on hedged equity and derivative strategies; it does not appear to take direct equity positions in portfolio companies. The firm's public strategy is focused on risk management through options and futures, not private-market capital deployment (per firm website).
What investment stages does EAB typically target?
EAB does not target investment stages in the venture/private equity sense. Its strategies focus on hedged equity, volatility arbitrage and event-driven trading across publicly traded equities and derivatives markets. The firm describes itself as 'always invested, always hedged' (per firm website).
Which sectors does EAB explicitly avoid?
EAB does not publicly disclose specific sector avoidance. Based on its website, the firm concentrates on options and derivatives strategies rather than investing in specific industries or sectors (per firm website).
Where does the underlying wealth come from?
The firm does not disclose its capital sources. EAB's website states it serves RIAs, hedge funds and family offices, but does not identify any particular family or wealth origin backing the firm (per firm website).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: