The Estate Planners Group

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

The Estate Planners Group — overview

Type

Hedge Fund Manager

Location

Yardley, PA, US

Alternative Asset Class

HF

Established

2001

Firm Ownership

Independent Firm

Investment Team Staff

Total Staff

5

About

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 ClassNo. of Funds Currently ManagedFunds Raised in the last 10 yearsEst. Dry PowderStrategies
Private Equity--
Private Debt--
Real Estate--
Infrastructure--
Natural Resources--
Asset ClassNo. of Funds Currently ManagedAuMDate of AuMStrategies
Hedge Funds2Long/Short Credit,Multi-Strategy

Want to see more?

Request a demo for full access to this profile.

The Estate Planners Group - known decision makers (4)

Contact NamePositionLocationEmailTelephoneAsset Class
Chief Executive Officer & FounderYardley, USHF
Chief Investment OfficerYardley, USHF
Vice PresidentYardley, USHF
Financial AdvisorYardley, USHF

Showing 4 of 4 known decision makers The Estate Planners Group

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Performance track records at your fingertips

Access effective, reliable, and comparable fund performance data and place your firm or portfolio within the context of the alternative assets market.

With data and benchmarks that track back more than 40 years, Preqin Pro is the most trusted data provider in the industry.

The Estate Planners Group - hedge funds managed (2)

Fund NameShare ClassesInception DateCore StrategyStatusLatest AUM
Hamilton Diversified Growth Fund-Multi-StrategyActive
Hamilton Opportunistic Credit Fund-Long/Short CreditActive

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

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.