Cereli Inc.

Overview

Cereli Inc. is a small, owner-run advisory corporation serving individual and family clients with a fee model based on a percentage of assets under management. The firm’s advisory activity centers on discretionary portfolio management for individuals and small businesses, and it also engages in publishing periodicals or newsletters as part of its client communications or thought leadership. Cereli Inc. is not positioned as a capital allocator, does not identify as an active ESG investor, and operates within a single-state footprint. Investment posture is equity-oriented, with a clear preference for concentrated equity exposure rather than a multi-asset institutional approach. Given the firm’s size and client base, the investment program appears tailored and high-touch, emphasizing direct equity positions and pooled retail products for broad market exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices