AUMdb

Erg Asset Management Llc

State-registered Private Fund Manager · Boutique (under $100M) CRD 161694 · SEC file 801-74485 · Norwalk, CT · WWW.ERGASSETMANAGEMENT.COM
☆ Save with Pro ADV data as of Apr 03, 2025
Regulatory AUM
$8.0M
Discretionary
$0
Clients
4
Avg AUM / client
$2.0M
Accounts
4
Employees
2

AUM over time

$0 $654M
Mar 1, 2012 Apr 3, 2025

Reported AUM from Form ADV filings, plotted by filing date · as of Apr 03, 2025

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 4 $8.0M 100.0%

Private funds (7)

Reported in Form ADV Section 7.B.(1), filing of May 2019 · $16.9M combined gross assets

FundTypeDomicileGross assetsOwners
Quantek Master Fund Spc Ltd. master Hedge Fund British Virgin Islands $9.8M 105
Madison Niche Assets Fund, Ltd feeder Other Private Fund Cayman Islands $6.2M 24
Madison Niche Assets Fund, Llc feeder Other Private Fund Delaware $427K 10
Madison Niche Opportunities Fund, Ltd feeder Other Private Fund Cayman Islands $375K 27
Madison Niche Opportunities Fund, Llc feeder Other Private Fund Delaware $23.1K 14
Madison Niche Opportunities Master Fund, Ltd master Other Private Fund Cayman Islands $0 2
Madison Niche Assets Master Fund, Ltd master Other Private Fund Cayman Islands $0 2

People (10)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
George Mark O'dowd Executive Committee Member, Manager And Chief Compliance Officer Feb 2012 (15y) ≈ 7.5% – 25% via Gmod Llc
Lai, Amy Executive Committee Member Feb 2012 (15y) Less than 5%
Corrin, Nicola, Jayne Owner Jun 2016 (10y) Less than 5%
Gervais, David Owner Jun 2016 (10y) 5% – 10%
Higgins, David, John Owner Jun 2016 (10y) 5% – 10%
Horner, Edward, Marcus Owner Jun 2016 (10y) 10% – 25%
Locke, Guy Manager Jun 2016 (10y) Less than 5%
Matthews, James, Spencer Owner Jun 2016 (10y) 10% – 25%
Morandi, Fabio, Nicola Raffaele Owner Jun 2016 (10y) 5% – 10%
Staveley, Michael, Kenneth Owner And Manager Jun 2016 (10y) 10% – 25%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Gmod Llc Owner Jun 2016 A 10% – 25%

Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • George Mark O'dowd: 75% – 100% of Gmod Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm

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 (7, $16.9M gross assets)

FundTypeGross assetsMin. investmentOwners
Quantek Master Fund Spc Ltd. Hedge Fund $9.8M $250K 105
Madison Niche Assets Fund, Ltd Other Private Fund $6.2M $1.0M 24
Madison Niche Assets Fund, Llc Other Private Fund $427K $1.0M 10
Madison Niche Opportunities Fund, Ltd Other Private Fund $375K $1.0M 27
Madison Niche Opportunities Fund, Llc Other Private Fund $23.1K $1.0M 14
Madison Niche Opportunities Master Fund, Ltd Other Private Fund $0 $1.0M 2
Madison Niche Assets Master Fund, Ltd Other Private Fund $0 $1.0M 2

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/03/2025 1.66 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

  • Fixed fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 03, 2025.

View current Form ADV (SEC/IAPD) ↗