METHOD ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2007
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NEEDHAM, Massachusetts
CRD number
144644
Registered since
August 8, 2007

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • CHRISTOPHER WELCH

    Managing PartnerCRD 5384267

  • ERIC STEWART

    Managing PartnerCRD 5384257

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth