Maxadvisor Private Management

Overview

Maxadvisor Private Management is a small, fee-based registered investment adviser operating as an LLC that focuses on discretionary portfolio management for individuals, families and select small businesses. The firm runs concentrated, manager-driven allocations rather than heavy direct-stock active trading; its filings show a clear preference for public funds and third‑party managers to deliver core exposure, supplemented by allocations to alternative strategies such as hedge funds, real estate, commodities and energy (oil & gas). Clients are charged a percentage of assets under management and the firm serves both high-net-worth individuals and some institutional relationships. Investment activity centers on pooled public vehicles and external fund managers. That approach suggests the firm prioritizes ease of implementation, diversification through managers, and liquidity for most client portfolios while reserving alternative allocations for return or diversification enhancement. Maxadvisor does not identify as an ESG-focused or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices