EGSI INVESTMENT MANAGEMENT, INC.
EGSI INVESTMENT MANAGEMENT, INC. of DUBLIN, OH is an SEC-registered investment adviser (CRD 171488). Regulatory assets under management: $144.7M.
Registration
- CRD: 171488
- SEC file number: 801-136784
- Type: Registered investment adviser
- Location: 5100 PARKCENTER AVE, SUITE 120, DUBLIN, OH, 43017
- Phone: 614-526-4118
- Latest filing: 2026-07-30
- Regulatory AUM: $144.7M
- Discretionary AUM: $102.1M
- Non-discretionary AUM: $42.6M
- Clients: 4
- Accounts: 798
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Edward Gerard Siddell | OWNER | — |
| Leanne Siddell | CHIEF COMPLIANCE OFFICER AND OPERATIONAL MANAGER | — |
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