NORTHFORK ADVISORS

Overview

Northfork Advisors is an independent registered investment adviser that manages portfolios and provides financial planning primarily for individual and family clients. The firm acts as a capital allocator — blending directly managed portfolios with allocations to third‑party managers and pooled vehicles — and offers fee flexibility across percentage‑of‑AUM, hourly and fixed‑fee arrangements to match client needs. Advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of other advisers. Northfork places visible emphasis on public pooled vehicles (mutual funds/public funds) while also integrating private placement opportunities as part of client portfolios. The firm reports being an active ESG investor, which informs manager selection and product choices across public and alternative allocations. It also engages in sponsor/GP roles and managing‑member activity for pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices