Sharpe Advisors, LLC

Overview

Sharpe Advisors, LLC is a recently established limited liability company that registered with the SEC in 2026. The firm lists its ownership as a combination of a domestic entity and an individual and is classified in public records as unclassified. Its stated advisory activities focus on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Sharpe Advisors charges fees as a percentage of assets under management and is identified as a capital allocator. The firm is not flagged as an active ESG investor, is not designated a multi-state adviser, and does not present itself as a pension consultant or related adviser. Its profile indicates it is newly formed and oriented toward direct client advisory work combined with allocating to or overseeing third-party managers.

Investments & Alternatives

Location & Offices