ACTIV8 FAMILY OFFICE LLC

Overview

Activ8 Family Office LLC operates as an independent RIA and positions itself as a capital allocator for high‑net‑worth individuals, families and select institutional clients. The firm emphasizes discretionary portfolio management and financial planning, and it also acts as a selector of third‑party advisers. Its filing flags an active ESG posture, so environmental, social and governance considerations are part of public‑market selection and manager due diligence. The firm’s fee model is flexible—percentage of AUM alongside hourly and fixed‑fee arrangements—consistent with work for both ongoing wealth management and project‑based family office engagements. The “family office” element of the business is evident in its client mix and service set: the firm serves individual and family clients, supports consolidated financial planning, and coordinates relationships with outside professionals (accountants, law firms, insurance providers and real estate brokers). That combination, plus the firm’s role as a capital allocator, suggests they build customized portfolios blending public equities, pooled vehicles and direct allocations to alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices