Minerva Advisors LLC

RIASEC RegisteredEst. 2012

Total AUM

$321M

Discretionary

$312M

97% of AUM

Avg account

$45.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Bala Cynwyd, Pennsylvania
CRD number: 161408
Registered since: February 28, 2012
Custodians: RBC CAPITAL MARKETS, LLC, BANK OF AMERICA, JEFFERIES LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles72.94%
HNWI27.06%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Minerva Advisors LLC is an SEC-registered LLC that operates as a hedge-fund-style adviser and portfolio manager. The firm, established in 2012, serves both individual/family and institutional clients and charges a combination of percentage-of-AUM and performance-based fees. Its advisory work covers separately managed accounts for individuals and small businesses as well as pooled investment vehicles; the firm also acts as sponsor, general partner and managing member of pooled vehicles it operates. Minerva does not identify as an active ESG investor.