Esm Management Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 5
- Avg AUM / client
- $279M
- Accounts
- 5
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $1.3B | 92.4% |
| Pooled investment vehicles (non-investment companies) | 1 | $255K | 0.02% |
| Other investment advisers | 2 | $48.4M | 3.47% |
| Other | 1 | $57.9M | 4.15% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $160K combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Newton Opportunity Fund, Lp | Hedge Fund | Delaware | $160K | 14 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Meyer, Eric, Stefan | President And Co Chief Investment Officer | Jan 2009 (18y) | 25% – 50% | |
| Van De Water, William, Raymond | Managing Director/Co Chief Investment Officer | Dec 2009 (17y) | 25% – 50% | |
| Zuech, Christopher, Jude | Chief Compliance Officer | Oct 2017 (9y) | 10% – 25% | |
| Jelinek, David, William | Principal | Jul 2020 (6y) | 10% – 25% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $160K gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Newton Opportunity Fund, Lp | Hedge Fund | $160K | $50.0K | 14 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- BNY Mellon $38.7M (3% of AUM) Mar 2026
- U.S. Bank $12.5M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗