BUTTONWOOD GROUP ADVISORS LLC
Firm details
- Headquarters
- UNIONDALE, New York
- CRD number
- 173608
- Registered since
- February 23, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Buttonwood Group Advisors LLC is a private equity–focused investment adviser that manages pooled investment vehicles for institutional clients. The firm’s advisory activity centers on portfolio management for private funds, operating under a fee mix of percentage-of-assets and performance-based fees. Buttonwood is organized as a limited liability company and reports affiliations with broker-dealer and other investment-adviser relationships, indicating access to distribution and operational channels beyond the standalone adviser model. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser. Buttonwood’s fund lineup and client profile point to a concentrated, institution-oriented approach: relatively few clients and accounts, each representing a meaningful allocation to the firm’s private vehicles. The adviser’s structure and fee arrangement suggest it pursues strategies where alignment of manager and investor economics (carry and management fees) is a core element of client relationships.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2STEPHAN STEIN
President & Chief Operating Officer, Executive Committee MemberCRD 3238494
JOSEPH DIBARTOLO
Chief Compliance OfficerCRD 1626360
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
UNIONDALE, NY
NASSAU
Location
UNIONDALE, NY
Headquartered in UNIONDALE, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NASSAU
- Address
- 1000 Rxr Plz
- Time zone
- ET (UTC-5)
- Office locations
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