AS Investment Partners LLC

Overview

AS Investment Partners LLC is a small, independently owned registered investment adviser operating as a limited liability company. The firm focuses on financial planning and portfolio management for individuals, families and small-business clients, with a client base that also includes some institutional relationships. Ownership is held by an individual proprietor and the firm markets itself as an independent RIA rather than as part of a broker-dealer or wirehouse. The firm uses a mix of fee arrangements — percentage-of-AUM billing, hourly charges and performance-based fees — which suggests flexibility in structuring engagements for different client types. AS Investment Partners reports it is not an active ESG investor, is not a multi-state adviser and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives