MASTERWORKS ADVISERS, LLC

RIASEC RegisteredEst. 2023
Total AUM
$8.1M
Discretionary
$508K
6% of AUM
Avg account
$7.7K
Accounts
1,045
Employees
13
Advisory reps
19

Firm details

Headquarters
New York, New York
CRD number
324239
Registered since
September 7, 2023
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI70.35%
  • Individuals29.65%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Masterworks Advisers, LLC is a limited liability company registered with the SEC in 2023 that serves individual and family clients across multiple states. The firm provides portfolio management for both individuals/small businesses and pooled investment vehicles, and it acts as a sponsor and managing member for fund structures. Fee arrangements include a percentage of assets under management and fixed fees. Masterworks does not identify as an active ESG investor, and its filings classify it as an unclassified adviser rather than a traditional wealth manager or pension consultant. Investment activity appears focused away from conventional discretionary wealth management: the majority of the firm’s reported assets fall into a catch‑all “Other” category, and the firm lists allocations to alternative exposures. The combination of sponsorship activity for pooled vehicles and the use of third‑party alternative managers suggests a business model that organizes access to nontraditional assets for a broad retail client base rather than concentrating on large institutional mandates.

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • JENNIFER MOXON

    Chief Compliance OfficerCRD 2791042

Contacts

3 of 18
  • Henry Peelle

    Associate Investment AdvisorCRD 7840881

  • James Cifelli

    Team LeadCRD 7291189

  • CHRISTOPHER WHITE

    Investment Advisor RepresentativeCRD 6969028

Unlock 15 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth