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
17

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 an independent, SEC-registered registered investment adviser organized as an LLC. The firm registered with the SEC in 2023 and serves individual and family clients, offering portfolio management both for individuals/small businesses and for pooled investment vehicles. Compensation is a mix of asset-based fees and fixed fees. Masterworks operates across multiple states and does not identify as an active ESG investor or a capital allocator. It also acts in sponsor and managing roles: it sponsors limited partnerships and serves as sponsor, general partner or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

    Jennifer Moxon

    Chief Compliance OfficerCRD 2791042

Contacts

3 of 16
  • Henry Peelle

    Henry Peelle

    Associate Investment AdvisorCRD 7840881

  • James Cifelli

    James Cifelli

    Team LeadCRD 7291189

  • Christopher White

    Christopher White

    Investment Advisor RepresentativeCRD 6969028

Unlock 13 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth