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Essex
Essex is an SEC-registered investment adviser in ESSEX, CT, registered since 2003. The firm manages $4.2 billion in assets, $3.2 billion on a discretionary...
Essex
Essex is an SEC-registered investment adviser in ESSEX, CT, registered since 2003. The firm manages $4.2 billion in assets, $3.2 billion on a discretionary basis. It has 46 employees and 42 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1997
Location
Region
North America
Country
United States
City
Essex
Corporate office
Deer Park, IL, United States
Frequently asked questions
Who founded Essex and who leads investment decisions today?
Essex has not publicly disclosed its founding principals or current investment committee leadership. This opacity is typical of firms whose client acquisition relies exclusively on personal referrals and professional networks, obviating the need for public-facing executive profiles.
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.
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