MASTERWORKS ADVISERS, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 324239
- Registered since
- September 7, 2023
- Website
- www.masterworks.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
1 of 1JENNIFER MOXON
Chief Compliance OfficerCRD 2791042
Contacts
3 of 18Henry Peelle
Associate Investment AdvisorCRD 7840881
James Cifelli
Team LeadCRD 7291189
CHRISTOPHER WHITE
Investment Advisor RepresentativeCRD 6969028
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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