BUILD ASSET MANAGEMENT

Overview

Build Asset Management is a privately organized limited liability company that provides portfolio management across a mix of client types with an institutional tilt. The firm is SEC-registered (since 2021) and charges clients on a percentage-of-AUM basis. Its advisory mandate spans direct portfolio management for individuals and small businesses, investment companies, pooled investment vehicles and institutional/business clients. Build Asset Management is not positioned as an ESG-focused manager, and it does not list itself as a multi-state adviser or pension consultant. Investment activity is concentrated and selective. The firm serves a very small number of clients and runs at least one pooled vehicle where it acts as sponsor, general partner and managing member. That operational posture indicates the firm combines outsourced manager allocations with in-house fund sponsorship and governance, rather than operating solely as a subadviser or discretionary overlay manager.

Assets & Accounts

Investments & Alternatives

Location & Offices