Assetfusion, LLC

Overview

Assetfusion, LLC is a small, boutique advisory firm focused on portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-AUM basis and concentrates on liquid public-equity exposure alongside a select set of alternative allocations. Assetfusion’s client base is primarily individual and family investors; the firm is organized as a single-owner limited liability company and operates as a non‑multi-state, non‑ESG specialist adviser. Its advisory activity centers on discretionary management, giving the firm latitude to implement equity-heavy strategies and to allocate selectively to private placements, real estate and commodity exposures as portfolio diversifiers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices