PURPOSE BUILT

Overview

Purpose Built is a small, independent registered investment adviser structured as a limited liability company that focuses on financial planning and discretionary portfolio management for individuals and small business owners. The firm runs fee arrangements that include a percentage of assets under management, hourly charges and fixed fees, and its practice centers on liquid, exchange-traded investments rather than private fund allocations. Purpose Built does not identify as an ESG-focused investor, is not a multi-state adviser, and does not present itself as a capital allocator or pension consultant. The advisor’s client base is individual and family households, with advisory services oriented toward comprehensive planning and portfolio implementation. That client mix, combined with the firm’s stated advisory activities, suggests portfolios are built to meet retirement, income and general wealth-management objectives rather than institutional or large foundation mandates.

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Public Holdings

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Location & Offices