Inside Arbitrage Advisors, LLC

Overview

Inside Arbitrage Advisors, LLC is a small, independent registered investment adviser focused on serving individual and family clients, along with very small business relationships. The firm provides financial planning and discretionary portfolio management, charging fees as a percentage of assets under management. Investment activity is concentrated in publicly traded equities and exchange-traded products, with a clear preference for equity allocations versus fixed income or cash. The adviser does not identify as an active ESG investor and operates as a single-office, single-state practice under individual ownership. Portfolio construction appears straightforward and manager-light: the firm runs client accounts with emphasis on exchange-traded equities and ETFs for core exposure, and uses third-party managers or funds to access less liquid or specialist strategies where appropriate. Given the firm’s client base and fee model, emphasis is on tailored, account-level management for a small set of relationships rather than a scaled institutional-platform approach.

Assets & Accounts

Investments & Alternatives

Location & Offices