POET ADVISORS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HACKENSACK, New Jersey
CRD number
161052
Registered since
November 22, 2022

Firm profile

FINTRX

Overview

Poet Advisors LLC is a small, fund-focused investment adviser that primarily operates as a sponsor and manager of pooled investment vehicles. The firm’s footprint centers on private equity-style allocations and private placements, with a supporting use of mutual funds for liquidity or tactical exposure. Its activity profile and registration timing (SEC registration in 2022) point to a boutique manager that runs a handful of closed or semi-closed funds rather than a broad retail advisory business. Poet Advisors acts in roles beyond sub-adviser work: it serves as a general partner/sponsor and managing member for pooled vehicles, indicating direct control over fund selection, deal sourcing and portfolio construction for those vehicles. The firm is not positioned as an ESG-focused allocator and does not operate as a multi-state retail adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • ADAM BERKOWITZ

    Chairman of the BoardCRD 4429213

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HACKENSACK, NJ

BERGEN

Location

HACKENSACK, NJ

Headquartered in HACKENSACK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
BERGEN
Address
411 Hackensack Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth