About Epsilon Asset Management
Epsilon Asset Management is a company based in New York (United States) founded in 2017 by James Adam Lavin, Chuck Soderstrom, Faryan Amir-Ghassemi, and Michael Perlow. It operates as a B2B. Epsilon Asset Management offers products and services including Investment Advisory Services and Research and Writings. Epsilon Asset Management operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter New York, United States
- Founders James Adam Lavin, Chuck Soderstrom, Faryan Amir-Ghassemi, Michael Perlow
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Sectors
Financial ServicesTechnology
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Website
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Products & Services of Epsilon Asset Management
Epsilon Asset Management offers a comprehensive portfolio of products and services, including Investment Advisory Services and Research and Writings. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Offers advice on systematic stock selection and investment strategies.
Provides access to historical quarterly letters and investment insights.
Funding Insights of Epsilon Asset Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Epsilon Asset Management
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Epsilon Asset Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Epsilon Asset Management Comparisons
Competitors of Epsilon Asset Management
Epsilon Asset Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Epsilon Asset Management
Frequently Asked Questions about Epsilon Asset Management
When was Epsilon Asset Management founded?
Epsilon Asset Management was founded in 2017.
Where is Epsilon Asset Management located?
Epsilon Asset Management is headquartered in New York, United States. It is registered at New York, New York, United States.
What does Epsilon Asset Management do?
Epsilon Asset Management is an investment adviser established in 2017 in New York, specializing in systematic bottoms-up stock selection. It offered research, writings, and historical quarterly letters to investors. The firm wound down operations in 2023 but maintains online access to its materials. Services targeted individual, financial advisor, and institutional investors through advisory processes.
Who are the top competitors of Epsilon Asset Management?
Epsilon Asset Management's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Epsilon Asset Management offer?
Epsilon Asset Management offers Investment Advisory Services and Research and Writings.