METHOD ADVISORS, LLC
Firm details
- Headquarters
- NEEDHAM, Massachusetts
- CRD number
- 144644
- Registered since
- August 8, 2007
- Website
- www.methodadvisors.com
Firm profile
FINTRXOverview
Method Advisors, LLC is a small, alternative-focused adviser that operates as an LLC and serves as sponsor, general partner and managing member of pooled investment vehicles. The firm’s activity centers on allocating capital to private-market strategies while maintaining a portion of assets in liquid mutual funds for public-market exposure. Their profile suggests a manager that builds and governs private funds rather than operating primarily as a high-volume retail RIA. Investment preferences lean toward private equity and other private-market strategies; the firm both advises private funds and sits in control roles for pooled vehicles. That positioning implies hands-on selection and structuring of fund-level investments, and likely reliance on outsized allocations to illiquid strategies relative to pure wealth managers.
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
Contacts
2 of 2CHRISTOPHER WELCH
Managing PartnerCRD 5384267
ERIC STEWART
Managing PartnerCRD 5384257
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEEDHAM, MA
NORFOLK
Location
NEEDHAM, MA
Headquartered in NEEDHAM, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- NORFOLK
- Address
- 117 Kendrick St
- Time zone
- ET (UTC-5)
- Office locations
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