PRAGMATIC ADVISORS, LLC

Overview

Pragmatic Advisors, LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves a mix of individual and family clients as well as some institutional relationships and bills on a percentage-of-AUM basis. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third-party advisers. The firm is also identified as a capital allocator, meaning it places client capital with outside managers when appropriate. Investment activity centers on public mutual funds as the primary vehicle for client portfolios, with a meaningful allocation to externally managed alternative strategies (private equity and hedge funds) when suitability and minimums allow. The advisor operates in a single state and maintains hands-on relationships: the split between discretionary and non-discretionary mandates indicates that some clients delegate day-to-day decisions while others retain control.

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Location & Offices