PERCENT ADVISORS LLC

Overview

Percent Advisors LLC is an SEC-registered limited liability company that serves both individual/family and institutional clients. The firm provides portfolio management for individuals and small businesses as well as discretionary management for pooled investment vehicles, and its fee schedule includes both a percentage-of-assets charge and performance-based fees. Percent Advisors is not positioned as an ESG-focused manager, does not describe itself as a multi-state adviser, and does not offer pension consulting. Ownership is held by a combination of a domestic entity and an individual. The firm also functions in roles beyond adviser—its filings indicate involvement as a broker-dealer and as a sponsor/GP/managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives