REEDMARK ADVISORS, LLC

Overview

Reedmark Advisors, LLC is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. Since its SEC registration in 2015 the firm has focused on delivering financial planning and portfolio management alongside services that include pension consulting, manager selection and educational workshops. Its client relationships combine fee-based asset management and consultative engagements billed as a percentage of AUM and on an hourly basis. The firm’s investment approach tilts toward pooled public vehicles as core holdings, while using third‑party managers to access private markets and hedge strategies where appropriate. Reedmark performs manager selection and due diligence as part of its advisory mandate, positioning itself to blend mutual-fund based core exposures with selectively sourced alternative strategies to meet client return, diversification and liquidity goals. The firm is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices