Buttonwood Group Advisors LLC
Firm details
- Headquarters
- Uniondale, New York
- CRD number
- 173608
- Registered since
- February 23, 2026
- Website
- buttonwoodfunds.com
- 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 organized as a private equity manager that works primarily with institutional investors. The firm’s advisory activity centers on portfolio management for pooled investment vehicles rather than separate-account advisory. Its compensation structure combines a percentage-of-assets fee with performance-based fees, aligning pay with fund outcomes. The firm lists industry affiliations that include a broker-dealer relationship and connections with other investment advisers. The firm is registered with the SEC (registration year listed as 2026) and is classified as a private equity fund manager. It does not identify as an active ESG investor and does not operate as a multi-state adviser under the descriptions provided.
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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