RIA Intel›Advisers›ESM MANAGEMENT LLC

ESM MANAGEMENT LLC

Institutional

N·

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
0.0%
3-Year CAGR
+17.2%
Employees
2
Assets Under Management
Total AUM$1.4B
Discretionary AUM$1.4B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees2
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record24
First FilingJul 24, 2009
Latest FilingMar 19, 2026
🔒 Full AUM trend chart and 24 historical filings spanning 17+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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