FOLIONET ADVISERS LLC

Overview

Folionet Advisers LLC is a small, fee-based registered investment adviser organized as an LLC that focuses on discretionary equity portfolio management for individuals, families and small businesses, with capacity to serve business or institutional accounts. The firm’s documented investment posture favors exchange-traded equities delivered through separately managed accounts and likely ETF-based core exposures. Folionet does not identify itself as an active ESG investor and operates with a broker-dealer affiliation, which can influence execution and custody relationships. Services are delivered on a percentage-of-AUM fee model and center on portfolio construction and ongoing management rather than pension consulting or related-adviser arrangements. The client base is retail-oriented by size and count, so investment programs appear designed for scaled, liquid equity strategies rather than large private placements or complex alternative structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices