EGE ADVISORS, LTD.
CRD #113625 SEC #801-60360 KING OF PRUSSIA, PA 610-783-1800
SEC Registered
Total AUM
$294.8M
Discretionary
$241.2M
Employees
--
Clients
101
Accounts
3,087
Firm Details
- Organization Type
- Partnership
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 23, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAIRD, JAMES, CARL | I | PRESIDENT | NA | Control |
| BAIRD, JAMES, CARL | I | PRESIDENT | NA | Control |
| BAIRD, JAMES, CARL | I | PRESIDENT | NA | Control |
| BAIRD, JAMES, CARL | I | PRESIDENT | NA | Control |
| BAIRD, JAMES, CARL | I | PRESIDENT | NA | Control |
| BAIRD, JAMES, CARL | I | PRESIDENT | NA | Control |
| BAIRD, JAMES, CARL | I | PRESIDENT | NA | Control |
| BAIRD, JAMES, CARL | I | PRESIDENT | NA | Control |
| BAIRD, JAMES, CARL | I | PRESIDENT | NA | Control |
| EARNHARDT, ERIC, MICHAEL | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF COMPLIANCE | NA | |
| EARNHARDT, ERIC, MICHAEL | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF COMPLIANCE | NA | |
| EARNHARDT, ERIC, MICHAEL | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF COMPLIANCE | NA | |
| EARNHARDT, ERIC, MICHAEL | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF COMPLIANCE | NA | |
| EARNHARDT, ERIC, MICHAEL | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF COMPLIANCE | NA | |
| EARNHARDT, ERIC, MICHAEL | I | DIRECTOR OF COMPLIANCE | NA | |
| EARNHARDT, ERIC, MICHAEL | I | DIRECTOR OF COMPLIANCE | NA | |
| EARNHARDT, ERIC, MICHAEL | I | DIRECTOR OF COMPLIANCE | NA | |
| EARNHARDT, ERIC, MICHAEL | I | DIRECTOR OF COMPLIANCE | NA | |
| EGE SPECIAL PURPOSE CORP. | DE | GENERAL PARTNER | NA | Control |
| EGE SPECIAL PURPOSE CORP. | DE | GENERAL PARTNER | NA | Control |
| EGE SPECIAL PURPOSE CORP. | DE | GENERAL PARTNER | NA | Control |
| EGE SPECIAL PURPOSE CORP. | DE | GENERAL PARTNER | NA | Control |
| EGE SPECIAL PURPOSE CORP. | DE | GENERAL PARTNER | NA | Control |
| EGE SPECIAL PURPOSE CORP. | DE | GENERAL PARTNER | NA | Control |
| EGE SPECIAL PURPOSE CORP. | DE | GENERAL PARTNER | NA | Control |
| EGE SPECIAL PURPOSE CORP. | DE | GENERAL PARTNER | NA | Control |
| EGE SPECIAL PURPOSE CORP. | DE | GENERAL PARTNER | NA | Control |
| EGE SPECIAL PURPOSE CORP. | DE | GENERAL PARTNER | NA | Control |
| EGE SPECIAL PURPOSE CORP. | DE | GENERAL PARTNER | NA | Control |
| FRETZ, WILLIAM, BRUCE | I | PRESIDENT | NA | Control |
| SQUIRE, STEPHEN, MALCOLM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERLACHER, GREGORY, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EGE HOLDINGS, LTD. | DE | LIMITED PARTNER | E | Control |
| EGE HOLDINGS, LTD. | DE | LIMITED PARTNER | E | Control |
| EGE HOLDINGS, LTD. | DE | LIMITED PARTNER | E | Control |
| EGE HOLDINGS, LTD. | DE | LIMITED PARTNER | E | Control |
| EGE HOLDINGS, LTD. | DE | LIMITED PARTNER | E | Control |
| EGE HOLDINGS, LTD. | DE | LIMITED PARTNER | E | Control |
| EGE HOLDINGS, LTD. | DE | LIMITED PARTNER | E | Control |
| EGE HOLDINGS, LTD. | DE | LIMITED PARTNER | E | Control |
| EGE HOLDINGS, LTD. | DE | LIMITED PARTNER | E | Control |
| EGE HOLDINGS, LTD. | DE | LIMITED PARTNER | E | Control |
| EGE HOLDINGS, LTD. | DE | LIMITED PARTNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| EGE PARTNERS, INC. | DE | EGE HOLDINGS, LTD. | F | Control |
| EGE PARTNERS, INC. | DE | EGE HOLDINGS, LTD. | F | Control |
| EGE PARTNERS, INC. | DE | EGE HOLDINGS, LTD. | F | Control |
| EGE PARTNERS, INC. | DE | EGE HOLDINGS, LTD. | F | Control |
| EGE PARTNERS, INC. | DE | EGE HOLDINGS, LTD. | F | Control |
| EGE PARTNERS, INC. | DE | EGE HOLDINGS, LTD. | F | Control |
| EGE PARTNERS, INC. | DE | EGE HOLDINGS, LTD. | F | Control |
| EGE PARTNERS, INC. | DE | EGE HOLDINGS, LTD. | F | Control |
| EGE PARTNERS, INC. | DE | EGE HOLDINGS, LTD. | F | Control |
| EGE PARTNERS, INC. | DE | EGE HOLDINGS, LTD. | F | Control |
| BERLACHER, GREGORY, JOSEPH | I | EGE PARTNERS, INC. | E | Control |
| BERLACHER, GREGORY, JOSEPH | I | EGE PARTNERS, INC. | E | Control |
| BERLACHER, GREGORY, JOSEPH | I | EGE PARTNERS, INC. | E | Control |
| BERLACHER, GREGORY, JOSEPH | I | EGE PARTNERS, INC. | E | Control |
| BERLACHER, GREGORY, JOSEPH | I | EGE PARTNERS, INC. | E | Control |
| BERLACHER, GREGORY, JOSEPH | I | EGE PARTNERS, INC. | E | Control |
| BERLACHER, GREGORY, JOSEPH | I | EGE PARTNERS, INC. | E | Control |
| BERLACHER, GREGORY, JOSEPH | I | EGE PARTNERS, INC. | E | Control |
| BERLACHER, GREGORY, JOSEPH | I | EGE PARTNERS, INC. | E | Control |
| BERLACHER, GREGORY, JOSEPH | I | EGE PARTNERS, INC. | E | Control |
| EGE HOLDINGS, LTD. | DE | EGE SPECIAL PURPOSE CORP | E | Control |
| EGE HOLDINGS, LTD. | DE | EGE SPECIAL PURPOSE CORP | E | Control |
| EGE HOLDINGS, LTD. | DE | EGE SPECIAL PURPOSE CORP | E | Control |
| EGE HOLDINGS, LTD. | DE | EGE SPECIAL PURPOSE CORP | E | Control |
| EGE HOLDINGS, LTD. | DE | EGE SPECIAL PURPOSE CORP | E | Control |
| EGE HOLDINGS, LTD. | DE | EGE SPECIAL PURPOSE CORP | E | Control |
| EGE HOLDINGS, LTD. | DE | EGE SPECIAL PURPOSE CORP | E | Control |
| EGE HOLDINGS, LTD. | DE | EGE SPECIAL PURPOSE CORP | E | Control |
| EGE HOLDINGS, LTD. | DE | EGE SPECIAL PURPOSE CORP | E | Control |
| EGE HOLDINGS, LTD. | DE | EGE SPECIAL PURPOSE CORP | E | Control |
Registrations
Federal
IA
Feb 23, 2007 REGISTERED
Notice Filings (11)
CT DE FL IL MD NH NJ NY PA TX VA
Address
1150 FIRST AVENUE, SUITE 600KING OF PRUSSIA, PA 19406
USA
Phone: 610-783-1800