Class VI Family Office, LLC

Overview

Class VI Family Office, LLC is an independent registered investment adviser organized as an LLC and operating under a family-office brand. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts, and it provides fee-based advisory services using a mix of percentage-of-AUM and fixed-fee arrangements. Core advisory offerings include financial planning and portfolio management for individuals and small businesses. The firm is not positioned as an ESG-focused investor and does not describe itself as a multi-state adviser or pension consultant. Beyond traditional advisory roles, Class VI Family Office has industry affiliations that extend into broker-dealer activities and other investment-adviser roles. The firm also serves as a sponsor, general partner, or managing member of pooled investment vehicles, indicating it both allocates to third-party managers and can originate or manage private pooled structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices