Rowayton Investment Advisors

Overview

Rowayton Investment Advisors operates as a sole proprietorship focused on portfolio management for individuals and small businesses. The firm is run by an individual owner and concentrates on discretionary management for a very small client base—primarily private individuals and families. Its fee model combines a percentage-of-AUM charge with the option for performance-based fees, which suggests the adviser may negotiate bespoke fee arrangements with high-net-worth clients. Investment activity is concentrated and equity-centric. Filing data shows a clear preference for publicly traded equities as the main vehicle for client exposure. The firm is not positioned as an ESG specialist, does not operate as a multi-state adviser, and does not function as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Location & Offices