PELKONEN AND ASSOCIATES LLC

Overview

Pelkonen And Associates LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It charges a mix of percentage-of-AUM and fixed fees and maintains a predominantly discretionary mandate, which it uses to implement client strategies across public funds and third‑party managers. Investment activity tilts toward pooled public vehicles as the primary building blocks of client portfolios, while the firm also allocates to third‑party alternative managers—most notably hedge funds—when appropriate. Pelkonen And Associates LLC does not identify itself as an active ESG investor. Its structure and advisory services indicate a focus on constructing diversified portfolios for private clients and coordinating outside specialists when specialized or illiquid exposures are required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices