ELCO MANAGEMENT COMPANY, LLC
SEC RegisteredGUIDING INVESTORS THROUGH NICHE INVESTMENT PRODUCTS
About the firm
ELCO Management Co., LLC (ELCO) is an SEC registered investment advisor founded in 1995, based in New York. ELCO's mission is to collaborate with clients to make smart financial choices through uncompromising integrity, trust, and personalized service. The firm maintains niche separately managed accounts (SMA) through joint ventures and manages Core Equity and Preferred Equity/Fixed Income SMAs with approximately $200 million in assets under management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Separately managed accounts (SMAs) including Core Equity, Infrastructure Income, Preferred Equity/Fixed Income, Water Opportunities, Regional Banks, and Life Sciences strategies, offered through joint ventures with Siegel Asset Management Partners, Mendon Capital Advisors, and Water Asset Management
Who they serve
Investors, including those seeking wealth transition across generations
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 60 | $13M |
| High Net Worth Individuals | 84 | $202M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $31M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ELCO MANAGEMENT COMPANY, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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