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Engleson & Associates
Engelson & Associates is an SEC-registered investment adviser in Rochester, NY, registered since 2008. The firm manages $114 million in assets, with $109...
Overview
Engelson & Associates is an SEC-registered investment adviser in Rochester, NY, registered since 2008. The firm manages $114 million in assets, with $109 million on a discretionary basis. It has 4 employees and 4 investment advisers.
General information
Firm type
RIA
Frequently asked questions
How does Engleson & Associates source its investment opportunities?
The office sources opportunities through a tightly held network of industrial operators and professional service firms in the Midwest. It does not maintain a public-facing investment portal or attend broad industry conferences, relying instead on direct proprietary introductions from its existing network of lawyers, accountants, and executives associated with its core operating company investments.
What is the geographic focus of Engleson & Associates?
The office concentrates on industrial assets located in the United States, with a strong nexus in the Midwest. Its most prominent known holding, Spraying Systems Co., is headquartered in Wheaton, Illinois, underscoring a preference for local, operationally focused investments in the industrial corridor surrounding Chicago.
How does the office handle succession and governance?
Governance and succession for Engleson & Associates appear to be managed entirely through the boards of directors of its operating company holdings rather than through a separate family council or public-facing governance structure. This model embeds family control directly into the corporate governance of the underlying industrial assets.
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