POET ADVISORS LLC
Firm details
- Headquarters
- HACKENSACK, New Jersey
- CRD number
- 161052
- Registered since
- November 22, 2022
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1ADAM BERKOWITZ
Chairman of the BoardCRD 4429213
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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