E
Erlang101 Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$420,000
Clients
3
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
Very LowAverage account size
$140,000
About
Erlang101 Capital Management provides customized, discretionary investment management primarily for high‑net‑worth individuals who meet a stated net‑worth threshold. The firm manages portfolios using equities, ETFs, bonds, no‑load mutual funds and derivatives, and delivers regular written portfolio reports alongside custodian statements.
The investment process combines fundamental research, technical analysis and global macro studies with traditional security analysis and proprietary methodologies to identify under‑ or over‑valued securities and clear trends. Holdings and holding periods are determined by company financial stability, market conditions and client objectives, with the firm exercising trading discretion under client agreements.
Noteworthy features include a relatively small asset base and the availability of performance‑based fees for accredited investors subject to a positive‑return hurdle, in addition to its asset‑based, fee‑only arrangements. The principal holds a Ph.D. in financial risk management and brings academic and actuarial experience plus state insurance licensure, and the firm reports that it maintains strict trading guidelines and avoids commission‑based compensation.
Client services
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Security ratings or pricing
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
0.25% per year, payable quarterly in arrears
20% of Net Capital Appreciation annually for accredited investors, with a 5% per annum return hurdle
Account minimum: $1,000,000 Fee-only: Fee-only basis; no commissions or sales charges
Main office location
Erlang101 Capital Management LLC
12091 Raiders Blvd.
Fishers IN 46037, United States
Number of offices
1
Most active in
Erlang101 Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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