Francis LLC

Overview

Francis LLC is an institutional registered investment adviser organized as a limited liability company and SEC-registered since 2004. The firm operates as a capital allocator and serves an institutional client base, with particular emphasis on pension consulting, selecting outside managers, and delivering educational seminars and workshops. Ownership is structured between a domestic entity and an individual. Fee arrangements are non-asset-based, primarily hourly charges and fixed fees. The firm does not position itself as an ESG-focused investor. Its advisory scope centers on consulting services for institutional sponsors rather than retail wealth management, which aligns with its stated activity of identifying and allocating to third-party advisers and managers.

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Location & Offices