LAURENTINE INVESTMENTS LLC
Firm details
- Headquarters
- TRAVERSE CITY, Michigan
- CRD number
- 326796
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Laurentine Investments LLC is a small, discretionary registered investment adviser that manages concentrated portfolios for individual and family clients and small businesses. The firm favors publicly traded equities as its primary allocation, running separately managed account (SMA) strategies that emphasize exchange-traded instruments. Fee arrangements include a percentage of assets under management plus performance-based fees, which suggests Laurentine is willing to structure incentive-aligned mandates and may run concentrated or actively managed strategies for smaller client rosters. The firm is not an active ESG investor, is not registered as a multi-state adviser, and focuses its advisory activity on portfolio management for individuals and small business owners. With only four clients and a small asset base, Laurentine appears to operate as a boutique advisory shop that delivers bespoke equity-focused portfolios rather than broad institutional solutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents1%
Contacts
1 of 1Warren Schaub
OwnerCRD 7736492
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TRAVERSE CITY, MI
GRAND TRAVERSE
Location
TRAVERSE CITY, MI
Headquartered in TRAVERSE CITY, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- GRAND TRAVERSE
- Address
- 10850 E Traverse Hwy
- Time zone
- ET (UTC-5)
- Office locations
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