Empiric Institutional

Overview

Empiric Institutional is a privately held limited liability company that operates as an institutional registered investment adviser focused on fee-based portfolio management. The firm, registered with the SEC since 2013, serves individual and family clients as well as small businesses and other institutional entities. Its business model centers on a percentage-of-assets fee arrangement and advisory services that include discretionary portfolio management. The firm is owned by a domestic entity/individual and maintains an affiliated or related adviser. It is not positioned as a capital allocator, does not describe itself as an active ESG investor, and does not claim multi-state adviser status. Empiric Institutional lists broker-dealer relationships and other investment adviser affiliations as part of its business activity mix.

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Location & Offices