Cenacle Partners

Overview

Cenacle Partners operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional investors, charging fees based on a percentage of assets under management. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, selecting other advisers on clients’ behalf, and publishing periodic newsletters or investment commentary. The firm is identified as a capital allocator, meaning it sources and places client capital with external managers in addition to managing client portfolios directly. Cenacle Partners is not flagged as an active ESG investor and does not operate as a multi-state or pension consultant adviser in the provided data.

Assets & Accounts

Investments & Alternatives