Group U, LLC

Overview

Group U, LLC is a limited liability partnership that provides portfolio management services to individuals, families and small businesses on a fee (percentage of AUM) basis. The firm operates as a single-office, owner-managed adviser focused on private clients rather than institutional capital — it is not a capital allocator and does not describe itself as an active ESG investor. Advisory activity centers on managing discretionary and non-discretionary portfolios for individual and family clients, and the firm has industry ties with other investment advisory and insurance entities.

Assets & Accounts

Public Holdings

Investments & Alternatives