Interactive Advisers, Interactive Advisors

Overview

Interactive Advisers (also referenced as Interactive Advisors) is organized as a corporation and operates with a hedge-fund orientation while serving both individual/family and institutional clients. The firm provides portfolio management for individuals, small businesses and pooled investment vehicles, and charges standard asset-based fees alongside performance-linked fees. It reports being an active ESG investor and identifies a mix of domestic entity and individual ownership. The firm does not present itself primarily as a capital allocator, and its regulatory profile dates back to 2008. Interactive Advisers maintains several industry affiliations: broker-dealer activities, other registered investment adviser functions, futures commission merchant roles, and sponsor/GP/manager responsibilities for pooled investment vehicles. Those lines of activity suggest the firm can run proprietary pooled structures and access futures/derivatives execution in addition to traditional advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices