FRESH BREAD INVESTMENTS, LLC

Overview

Fresh Bread Investments, LLC is an independent registered investment adviser that manages concentrated equity-based portfolios for a small book of clients, combining financial planning with discretionary portfolio management for individuals, families and small institutions. The firm shows a clear preference for liquid, exchange-traded equities as the primary driver of returns, with equities representing the dominant allocation on its books. Advisory services include comprehensive financial planning and tailored portfolio management, and the firm charges clients via a mix of percentage-of-AUM fees alongside hourly billing and other fee arrangements. Portfolio construction appears to center on publicly traded equities for core exposures with supplemental allocations to fixed income and pooled vehicles to address income and diversification needs. The firm is not identified as an active ESG investor, and it uses third‑party managers for selected alternative strategies rather than acting as a capital allocator itself.

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Public Holdings

Investments & Alternatives

Location & Offices