NORTHAVENUE LLC

Overview

Northavenue LLC is an independent, individual-owned registered investment adviser established in 2022 that provides fixed-fee financial planning and discretionary portfolio management for individuals and small businesses. The firm acts as a capital allocator and also offers selection-of-other-advisers services, indicating it sources and oversees third-party managers or wrap programs when appropriate. Its stated advisory activities center on financial planning, portfolio management for individuals/small businesses, and adviser selection. Northavenue does not identify as an active ESG investor. Investment activity skews toward public pooled vehicles and manager-sourced solutions rather than in-house direct security selection. The firm operates under a fixed-fee model, which aligns incentives toward comprehensive planning and ongoing management rather than commission-based product sales.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices