Empowered Funds, LLC

Overview

Empowered Funds, LLC is a privately held limited liability company that has been registered with the SEC since 2014. The firm serves both individual and family clients and institutional investors, charging a mix of percentage-of-assets and fixed fees. Its business activities include functioning as a CPO/CTA and providing portfolio management services for investment companies and for businesses or institutions. The firm is identified as a related adviser to other entities and does not characterize itself as an active ESG investor. Investment activity shows a clear emphasis on equity exposure supplemented by alternative commodity-related allocations. The firm uses third-party managers for certain alternative strategies and maintains capabilities that straddle both traditional portfolio management and commodity-focused trading or advisory roles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices