MAGNIFINA, LLC

Overview

Magnifina, LLC is an independent registered investment adviser formed as a limited liability company and registered with the SEC in 2020. The firm focuses on providing financial planning and portfolio management to individuals and small business owners, charging a mix of asset-based fees, hourly fees and fixed engagement fees. Investment activity tilts heavily toward publicly traded equities as the primary liquid sleeve, while the firm supplements equity exposure with allocations to externally managed alternative funds across private markets and energy. The adviser is not positioned as a capital allocator or pension consultant and does not present itself as an ESG-focused manager. Magnifina structures client work as a combination of discretionary portfolio management and hands-on planning. With 13 clients and 52 accounts, the firm appears to service a concentrated client base with relatively large per-client relationships, suggesting customized, high-touch portfolios rather than a mass-market, cookie-cutter approach.

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Public Holdings

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Location & Offices