KSI ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CAMBRIDGE, Massachusetts
CRD number
331191
Registered since
May 10, 2024

Firm profile

FINTRX

Overview

KSI Advisors, LLC is an SEC-registered limited liability company that appears to operate primarily through pooled investment vehicles rather than traditional advisory accounts. Public filings show registration in 2024 and a narrow public footprint: the firm is not identified as an active ESG investor, is not designated a capital allocator, and is not listed as a multi-state adviser. The firm has not disclosed business activities or formal affiliations in filings available, which suggests its client-facing presence is limited and its activity is concentrated in fund management. The manager’s investment activity centers on a small number of private funds categorized as “Other” rather than retail advisory accounts. That structure implies KSI Advisors focuses on bespoke or specialized strategies delivered through private pooled vehicles, rather than broad retail advisory services or model-portfolio programs.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CAMBRIDGE, MA

MIDDLESEX

Location

CAMBRIDGE, MA

Headquartered in CAMBRIDGE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
6 University Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth