Magpie Consulting LLC

Overview

Magpie Consulting LLC is a small, owner-operated advisory firm that provides portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and reports an owner-type of Individual. Its filing classifies the firm as unclassified and indicates it is not a capital allocator, not a multi-state adviser, and not an active ESG investor. Investment activity is skewed toward publicly traded equities, with a clear preference for exchange-traded instruments. The firm manages both discretionary and non-discretionary relationships, with a heavier weighting toward non-discretionary mandates. Magpie Consulting also employs third-party vehicles to gain exposure to alternative real estate strategies and uses mutual funds for some core allocations. Manager-sourcing and allocation focus appear modest in scale: the firm relies on external managers for alternatives and uses a single primary custodian for custody and execution, keeping the operating footprint compact.

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Public Holdings

Investments & Alternatives

Location & Offices