RONDEIVU ADVISORY

Overview

Rondeivu Advisory is organized as a limited liability company that identifies as both a domestic entity and an individual-owned business. The firm bills clients using a mix of percentage-of-assets-under-management and fixed fees and describes itself as a capital allocator that outsources manager selection. Its disclosed advisory activities include portfolio management for individuals and small businesses, for pooled investment vehicles, and for institutional or business clients, plus selection of other advisers and pension consulting services. The firm does not report active ESG investing, is not designated as a multi-state adviser, and is not listed as a related adviser.

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Location & Offices