SENECA HOUSE ADVISORS

RIASEC RegisteredEst. 2016

Total AUM

$506M

Discretionary

$481M

95% of AUM

Avg account

$427K

Accounts

1,184

Employees

Advisory reps

Firm details

Headquarters: RICHMOND, Virginia
CRD number: 210519
Registered since: December 6, 2016
Website: stonypointwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: HNWI82.82%
Individuals16.67%
Pooled Investment Vehicles0.51%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Seneca House Advisors is an independent, privately owned registered investment adviser that began SEC registration in 2016. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator that constructs and manages portfolios across public and private markets. Its advisory services include financial planning, discretionary portfolio management for individuals, pooled vehicles and institutions, pension consulting, and selecting sub-advisers. Fee arrangements are varied — Seneca House charges asset-based fees as well as hourly and fixed fees, and it may use performance-based and other fee structures depending on the engagement. The firm does not identify as an active ESG investor and operates as a single-state adviser. Seneca House also engages on the manager and sponsor side: it acts as a sponsor, general partner, and managing member of pooled investment vehicles, indicating direct involvement in running private funds alongside allocating to external managers.