EMPIRIC INSTITUTIONAL
SEC RegisteredBetter Results Come From Unique EMPIRICAL Perspectives
About the firm
Empiric Institutional is an investment advisory firm specializing in quantitative and fundamental investing, striving for long-term alpha for clients in public equities globally.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Quantitative strategies with diversified portfolios and fundamental strategies with concentrated portfolios, across a range of global and international equity strategies.
Who they serve
Clients in public equities globally
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 6 | $4.0M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| EI EAFE Small Cap / EI USA Small Cap - Tier 1 | 0.90% |
| EI EAFE Small Cap / EI USA Small Cap - Tier 2 | 0.80% |
| EI EAFE Small Cap / EI USA Small Cap - Tier 3 | 0.75% |
| EI EAFE Small Cap / EI USA Small Cap - Tier 4 | 0.70% |
| EI EAFE Small Cap / EI USA Small Cap - Tier 5 | 0.65% |
| EI International / EI Global Markets - Tier 1 | 0.55% |
| EI International / EI Global Markets - Tier 2 | 0.50% |
| EI International / EI Global Markets - Tier 3 | 0.45% |
| EI International / EI Global Markets - Tier 4 | 0.40% |
| EI Emerging Markets - Tier 1 | 0.70% |
| EI Emerging Markets - Tier 2 | 0.65% |
| EI Emerging Markets - Tier 3 | 0.55% |
| EI Emerging Markets - Tier 4 | 0.50% |
| EI Balanced Portfolio - Tier 1 | 0.50% |
| EI Balanced Portfolio - Tier 2 | 0.45% |
| EI Balanced Portfolio - Tier 3 | 0.40% |
Data as of February 25, 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. EMPIRIC INSTITUTIONAL 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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