CONSCIENTIA FAMILY OFFICE, LLC

Overview

Conscientia Family Office, LLC operates as an independent registered investment adviser organized as a limited liability company and positions itself as a family office-style advisory practice serving high-net-worth individuals and families. The firm functions as a capital allocator, blending manager selection with direct portfolio management. Fee arrangements include a percentage of assets under management and performance-based fees, which supports both traditional discretionary portfolio mandates and arrangements tied to alternative or negotiated investments. Investment activity centers on publicly traded equities as the dominant sleeve, but the firm also sources and allocates to external alternative managers across private markets. Advisory services listed emphasize portfolio management for individuals and small businesses, and the firm’s name and business model indicate it provides family office services—customized planning, aggregation of household balance sheets and access to private deals—alongside standard investment management. Conscientia is not identified as an active ESG investor and currently does not operate as a multi-state adviser.

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Location & Offices