BUTTONWOOD GROUP ADVISORS LLC

RIASEC RegisteredEst. 2026
Total AUM
$240M
Discretionary
$240M
100% of AUM
Avg account
$10M
Accounts
24
Employees
4
Advisory reps
2

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • STEPHAN STEIN

    President & Chief Operating Officer, Executive Committee MemberCRD 3238494

  • JOSEPH DIBARTOLO

    Chief Compliance OfficerCRD 1626360

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth