Analogous Investment Management Limited Liability Company

Overview

Analogous Investment Management LLC is a small, fee‑based advisory boutique that focuses on portfolio management for individuals and small businesses. The firm organizes client portfolios around pooled public funds and mutual funds as its primary building blocks, while selectively allocating to real estate as an alternative sleeve. Its clients are individual and family accounts, and the advisory model centers on discretionary management charged as a percentage of assets under management. Investment activity is conservative and implementation-driven: core exposures are delivered through mutual funds and other public pooled vehicles rather than heavy use of individual stock selection or complex derivatives. The firm appears to favor simplicity and third‑party managers for niche exposures such as real estate, using mutual funds for broad equity and fixed‑income coverage and alternatives to add diversification and inflation protection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices