The Estate Planners Group Fund Manager Profile

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Type

Hedge Fund Manager

Location

Yardley PA US

Alternative Asset Classes

Established

2001

Firm Ownership

Investment Team Staff

Total Staff

The Estate Planners Group (EPG) is a Pennsylvania-based hedge fund manager founded by David Loesser in 2001. It offers alternative asset investment solutions via hedge funds and private equity respectively. The firm also offers its strategy through separately managed accounts.

Asset Class	No. of Funds Currently Managed	Strategies
Private Equity	-	-
Real Estate	-	-
Private Debt	-	-
Infrastructure	-	-
Natural Resources	-	-

Asset Class	No. of Funds Currently Managed	AuM	Date of AuM	Strategies
Hedge Funds	2			Long/Short Credit, Multi-Strategy

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2 Known Decision Makers

Contact Name	Position	Location	Email	Telephone	Asset Class
	President & CCO	Yardley, US			HF
	Vice President	Yardley, US			HF

Showing 2 of 2 known decision makers at The Estate Planners Group

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2 Hedge Funds Managed

Fund Name	Share Classes	Inception Date	Core Strategy	Status	Latest AUM
			Multi-Strategy	Active
			Long/Short Credit	Active

Showing 2 of 2 hedge funds managed by The Estate Planners Group