Exchange Traded Concepts LLC

Other Oklahoma, United States ·Founded 2009

Overview

Exchange Traded Concepts LLC is an SEC-registered independent investment adviser specializing in white-label ETFs and comprehensive ETF services. The firm offers a complete turnkey solution for investment advisors, financial professionals, and others to manage their assets and offer their strategy in an ETF wrapper to meet investor needs. Their services include ETF-in-a-Box, ETF portfolio management, fund marketing, and consulting. The firm's investment strategy focuses on providing investors with exposure to various asset classes, including equity and fixed income securities. They offer a range of ETFs that target different sectors and investment themes, such as energy, technology, and financial services. Their investment approach is designed to cater to various stages of company development, including growth, late stage, pre-IPO, and buyout opportunities. Exchange Traded Concepts LLC has a track record of launching and managing ETFs that provide investors with targeted exposure to specific industries and investment themes. Their portfolio includes ETFs that focus on sectors like energy, technology, and financial services, reflecting their commitment to offering diverse investment options to meet the needs of their clients.

Portfolio Companies

JPMorgan Chase & Co.Exelon CorporationThe Goldman Sachs Group, Inc.Energy Transfer LPRockwell Automation, Inc.

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Frequently asked questions about Exchange Traded Concepts LLC

What sectors does Exchange Traded Concepts LLC invest in?

Exchange Traded Concepts LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Oklahoma, United States. Exchange Traded Concepts LLC is listed as a other in the ConnectSafely investor database.

What stage does Exchange Traded Concepts LLC invest at?

Exchange Traded Concepts LLC backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.

Which regions does Exchange Traded Concepts LLC invest in?

Exchange Traded Concepts LLC invests across United States, India and South Korea.

What companies has Exchange Traded Concepts LLC invested in?

Exchange Traded Concepts LLC's portfolio includes JPMorgan Chase & Co., Exelon Corporation, The Goldman Sachs Group, Inc., Energy Transfer LP and Rockwell Automation, Inc..

Last updated · Source: ConnectSafely investor database