Empiric Institutional, Llc
- Regulatory AUM
- $9.9M
- Discretionary
- $9.9M
- Clients
- 6
- Avg AUM / client
- $1.7M
- Accounts
- 12
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $146K | 1.47% |
| High net worth individuals | 6 | $4.0M | 40.3% |
| State or municipal government entities | Fewer than 5 clients | $5.8M | 58.2% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Coffelt, Loren, Mark | Partner | Sep 1997 (29y) | ≈ 2.5% – 12.5% via Long Champ Limited Partners | |
| Coffelt, Nicholas, James | Partner | Sep 1997 (29y) | ≈ 2.5% – 12.5% via Long Champ Limited Partners | |
| Mark Allen Coffelt | Partner | Sep 1997 (29y) | GP / trustee / elected manager of Long Champ Limited Partners (indirect) | |
| Gabriel Jason Rodriguez | Managing Director, Chief Compliance Officer | May 2012 (14y) | 50% – 75% | |
| Eswar C Menon | Partner, Cio Fundamentals | Jul 2024 (2y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Long Champ Limited Partners | Member | May 2012 | A | 10% – 25% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Coffelt, Loren, Mark: 25% – 50% of Long Champ Limited Partners × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- Coffelt, Nicholas, James: 25% – 50% of Long Champ Limited Partners × 10% – 25% direct ≈ 2.5% – 12.5% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 1.08 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Raymond James $4.7M (47% of AUM) Feb 2026
- Charles Schwab & Co. $2.5M (25% of AUM) Feb 2026
- Interactive Brokers $1.0M (10% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗