NICHE INVESTMENT ADVISORS LLC

Overview

Niche Investment Advisors LLC is an independent RIA that acts as a capital allocator for both individual & family and institutional clients. The firm provides fee-based financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Its fee approach is flexible—percentage of AUM, hourly, fixed fees and other arrangements are all used depending on the client engagement. Investment activity centers on public funds and mutual funds as the primary execution vehicle, while the firm also allocates to third-party alternative managers across several strategies. Niche Investment Advisors is not positioned as an active ESG investor and operates under a single-owner structure. The firm registered with the SEC in 2023 and maintains a boutique scale that blends discretionary portfolio management with non-discretionary advisory work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices