DEAFINVEST

Overview

Deafinvest is an independent registered investment adviser operating as a limited liability company that serves both individual and institutional clients. The firm’s investment activity is tilted toward equity exposure, with a notable concentration in non-exchange-traded equity positions. Service offerings emphasize holistic financial planning and portfolio management across individually managed accounts and pooled vehicles, and the firm also runs educational seminars and workshops. Fee arrangements are flexible: Deafinvest charges a percentage of assets under management and can also bill on an hourly or fixed-fee basis, allowing it to work with varying client engagement models. The adviser appears to favor concentrated, less-liquid equity allocations alongside traditional pooled products. That approach suggests an emphasis on active selection of private or non-listed equity interests, supplemented by mutual funds and corporate fixed-income when liquidity or diversification is required. The firm is not positioned as an ESG specialist and is not set up as a multi-state adviser under its current filings.

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Location & Offices