Advisuite

Overview

Advisuite is a small, domestic limited liability company that acts as a capital allocator for both high‑net‑worth individuals/families and institutional clients. The firm provides portfolio management for individuals, small businesses and institutions, and it also selects and oversees third‑party advisers on behalf of clients. Its fee model is primarily a percentage of assets under management with additional fee arrangements noted as “other.” Advisuite is not positioned as an ESG‑focused manager and operates from a single state jurisdiction. Investment activity shows a clear preference for public mutual funds as the primary vehicle for public‑market exposure, supplemented by allocations to private placements as its designated alternative strategy. The firm manages both discretionary and non‑discretionary mandates, indicating it handles full investment authority for some client relationships while providing advisory or consultative services on others.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices