Advisor at Empiric Institutional
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Empiric Institutional
Location
Austin, TX 78746
Credentials
Series 65
Industry experience
17 years
Eswar Menon is a financial advisor at Empiric Institutional with 17 years of industry experience. He holds a Series 65 designation and has previously worked at Harper Capital Management, LLC, and Geneva Investment Management of Chicago, LLC. Menon serves as Trustee and Chairman of the Investment Committee for the San Jose Police & Fire Retirement Fund and advises Sameeksha Capital, an India-based asset management company. Empiric Institutional is an SEC-registered investment adviser serving institutional clients as well as high-net-worth and non-high-net-worth individuals. The firm employs a quantitative scoring system combined with fundamental, value-oriented analysis to construct concentrated portfolios designed for long holding periods.
Based on Empiric Institutional
$0 - $5 million: 0.90% $5 million - $50 million: 0.80% $50 million - $100 million: 0.75% $100 million - $250 million: 0.70% $250 million+: 0.65%
Account minimum: $2,000,000
500 N Capital Of Texas Hwy, Building 8, Suite 150
Austin, TX 78746
Texas
Empiric Institutional
2024 - Present (2 years)
Harper Capital Management, LLC
2018 - 2024 (6 years)
SELF-EMPLOYED
2016 - 2018 (2 years)
Geneva Investment Management Of Chicago, Llc
2014 - 2016 (2 years)
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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